Wealden Times | WT214 | December 2019 | Guide to Christmas supplement inside

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Meet the Sponsor
David Cole, Director of Burfields House Wealth Management Ltd, the
sponsor of this year’s Midwinter Fair, speaks to WT about financial peace of
mind and the importance Burfields House places on supporting charities
Tell us a bit about what you
do at Burfields House Wealth
Management. Why is it important
to seek financial advice?
We help our clients, who are from all
walks of life, and their families to plan
and protect their financial future. We
provide face-to-face bespoke advice and
focus on building long-term relationships
with them to work towards achieving
their financial and often life goals. Our
clients appreciate the financial peace of
mind that our experience provides, which
is no different to the value they place on
any other expertise, such as a mechanic,
accountant, solicitor or dentist.
Wealth management can sound
quite daunting. How can you
help potential clients make the
best financial decisions?
Yes, it sounds daunting but look at it like
understanding your financial health for
today and tomorrow. Our clients all have
different needs, challenges and goals.
How do they protect and grow their
financial wealth? Not just investment
returns and their appetite for risk, but
ensuring they are being tax efficient
or protecting themselves against the
potentially costly impact of a critical
illness, long-term care or Inheritance Tax.
We support our clients through
reviewing the options and the decisionmaking
process, so they are confident
they have a plan that’s fit for them.
Also, we help clients navigate how they
financially support both down as well
as up the generations and the increasing
desire to consider the impact beyond
tomorrow, investing sustainably in a
legacy for those generations yet to come.
you clearly do a lot with the
local community. Why is this
so important to you?
Life is not all about making money! As
a locally based business that employs
local people we believe we should all
support each other and we are delighted
to help and support small local charities,
events and surrounding projects
which benefit all in our community.
Tell us about your work with
the Tongole Foundation and
what do you do with them?
The Tongole Foundation is something
I am very proud to be involved with. It
was created by myself and friend and
business colleague David Gridley, in
memory of my daughter’s boyfriend
who was killed in a tragic accident on
his way home from football training
in Cranbrook, Kent, in 2007. The
foundation was set up to help support
children in Malawi, (see photo below)
where he originally came from.
Sadly, many children in that part of
the world do not have the facilities or
the opportunities our children benefit
from here in the UK. Their schools
lack funding for even the basics, such
as chalk, paper or pens, and more often
than not, there is no shelter to protect
pupils and teachers from the sun or rain.
By the time we finish our work
building and restoring classrooms
and ancillary buildings, the children
have all of the above, plus the chance
for a better future. Education is the
most sustainable way for them to
work their way out of poverty, which
in the long-term benefits them, their
families and their community.
If Wealden Times readers would like
to find out more, I would encourage
them to go to the Tongole Foundation
website thetongolefoundation.org
where they can view the video
narrated by Clare Balding.
01580 211211
burfieldshousewm.co.uk
Burfields House Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and
regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are
set out on the group's website sjp.co.uk/products. The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
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