Reviewed for

Insurance and Protection ( 6 )

Pensions ( 9 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 20 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 5 )

£100k - £200k ( 5 )

Up to £50k ( 1 )

£50k - 100k ( 4 )

Client reviews

Review from verified client

March, 2015

Overall

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Value

Based in Northamptonshire

How has Shirley Burns helped you?

We can not remember when Shirley first came to our home in Nottinghamshire. She was chosen by us out of a list of three IFAs. Being unable to get the advice on investing and buying an annuity, we were so grateful to find Shirley who knew what we needed. Since then, she has helped us to find the best provider of Equity Release, moving from Nottinghamshire to Northamptonshire, our cautious approach to investing and many more questions that we have needed an answer for.

What could they have done better?

Not knowing what an adviser is supposed to do better, we are unable to comment on this question. We have always found Shirley to be sympathetic to our needs and when future problems arise, I guess that it will be Shirley that helps us!

Review from verified client

February, 2015

Overall

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Value

Based in Antrim

How has Shirley Burns helped you?

Shirley took the time to fully understand my financial situation, my attitude to risk, and helped me to agree and set financial goals for my future. She has faithfully reviewed my situation annually and has helped me to review and adapt the plan.

What could they have done better?

I am very happy with all aspects of the service I receive and can honestly say that in terms of financial planning it is the best service I have received

Review from verified client

February, 2015

Overall

Advice

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Value

Based in Nottinghamshire

How has Shirley Burns helped you?

Shirley is the ultimate professional. her research is thorough and the investments have always been tailored to my needs

Review from verified client

February, 2015

Overall

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Value

Based in Lanarkshire

How has Shirley Burns helped you?

LISTENS WELL TO WHAT MY CONCERNS, PLANS AND IDEAS ARE BEFORE OFFERING ANY OPTIONS

Review from verified client

January, 2015

Overall

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Value

Based in Nottinghamshire

How has Shirley Burns helped you?

I have a very limited understanding of finance! Shirley has simplified what I need to know with regards to my own finances extremely well and this has been an enormous help to me. Shirley is very good at advising and being non judgemental when it comes to making decisions about what to do with my money. I trust her judgement and I am very happy with Shirley as my financial advisor.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Shirley Burns helped you?

Knowledgeable, confident, offers practical solutions to the situation presented

Review from verified client

December, 2014

Overall

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Value

Based in Lincolnshire

How has Shirley Burns helped you?

Shirley makes sure that she knows my needs and wishes and keeps up to date with everything relating to my finances. She explains the options clearly, gives time for me to consider these and make decisions and acts promptly. She is very professional, friendly and always responds to communications very quickly. I would highly recommend her (and have on numerous occasions...).

What could they have done better?

I really can't think of anything!

Review from verified client

December, 2014

Overall

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Value

Based in Essex

How has Shirley Burns helped you?

Shirley explains everything in great detail, even the drawbacks to what we are considering doing with our finances, making us fully aware of all possible outcomes, before we make any decisions.

Review from verified client

December, 2014

Overall

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Value

Based in Nottinghamshire

How has Shirley Burns helped you?

Shriley Burns has been my IFA since 1998 when she was involved in salvaging my investments fro Equitable Life. I was impressed with that action and have been ever since with advice she has reularly given me.

What could they have done better?

At first I was apprehensive about the Standard Life Wrap which she peruaded me to go into with my ISAs and other investments. She persuade me about the confidence I should have in the Wrap though I had previoulsy had a 'hands on' approach buying and selling direct. I am am still confused about the entries for 'Cash' and for 'Money' in different parts of the Wrap statements. Probably my being thick.

Review from verified client

December, 2014

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Value

Based in Antrim

How has Shirley Burns helped you?

Very competent IFA. Knows her subject matter inside out. She cares about her clients wellbeing and is much more professional than a lot of IFAs I have met in the past.

What could they have done better?

Nothing!

Review from verified client

December, 2014

Overall

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Value

Based in Nottinghamshire

How has Shirley Burns helped you?

Shirley came recommended to us by our solicitor around 10 years ago. We have always been very pleased with the service provided we get regular updates and she is always available for advise if we ever need to speak with her. She is always very professional but also very friendly and explains everything to us as clearly as possible to help us understand.

What could they have done better?

Can't think of one thing Shirley could improve on.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Shirley Burns helped you?

Adviser understood my needs and explained her charges.

What could they have done better?

nobody can foresee the future

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Middlesex

How has Shirley Burns helped you?

Shirley gives comprehensive and clearly explained advice. She understands our goals and our attitude to risk, which comes from her thorough approach and her accurate assessment of our financial situation. She is very easy to get along with, and she sticks to her promised timescale.

Review from verified client

December, 2014

Overall

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Value

Based in Nottinghamshire

How has Shirley Burns helped you?

Shirley established our financial situation and from this outlined the framework of financial products which would be beneficial to us. She guided us through our approach to retirement and has closely monitored our income and tax liability since then. As we are now in our 7th year of retirement she periodically reviews our attitude to risk and suggests any changes necessary to meet any changed view. We are now in a position where we have good investments providing a healthy return, we have trusts set up for our grandchildren and, as far as possible, insurance to meet any sudden changes in situation.

Review from verified client

December, 2014

Overall

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Value

Based in Nottinghamshire

How has Shirley Burns helped you?

Shirley is an independent financial adviser. She gives a full feedback at each review. Always prompt with answers to questions asked. She is always pleasant and interested in you as a person, not just a client. Always on the lookout for best products to enhance your portfolio but does not become too pushy. She lets you make the decision after giving all the facts.

Review from verified client

December, 2014

Overall

Advice

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Value

Based in Nottinghamshire

How has Shirley Burns helped you?

Shirley is excellent at explaining how best she can help and advise you. When I became a widow, Shirley was recommended by a friend, as someone who could help me with my late husbands investments. I had no idea about investments, and to be honest I was totally bewildered by it all! Shirley was totally honest about her income, but to be honest what she has done for me, she is worth every penny....and, in fact, worth her weight in gold! She has advised me about financial planning, and I am now confident about what I have and how best to use it, and as importantly when to enjoy it! I have recommended Shirley to a number of friends, and I know they have enjoyed her services too.

Review from verified client

December, 2014

Overall

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Value

Based in Nottinghamshire

How has Shirley Burns helped you?

We have used Shirley as our Adviser for a number of years and rate her very highly, so much so that we have brought her to the attention of a wide range of relatives each of whom have moved some or all of their business to her. She is friendly, approachable and yet also highly professional and well organised as well as utterly trustworthy. She treats each matter large or small with the same helpful, personal approach. We moved to her after some testing of the local market for Advisers because we were weary of the approach of many in this field who appear to only be interested in selling products rather than the needs of their clients. We have not been disappointed and can recommend Shirley and her small team wholeheartedly.

What could they have done better?

Nothing that we are aware of - even her coffee is brilliant.

Review from verified client

December, 2014

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Value

Based in Oxfordshire

How has Shirley Burns helped you?

Always available, ready to explain again and again when I don't understand...which is often as I am not financially minded. Warm, friendly and positive whilst maintaining utter professionalism

What could they have done better?

Sometimes be more simple in explanations. Shirley really researches well but the comparisons and advice sometimes confuses me, or I just don't understand. I am not a financially minded person, so need it simple!

Review from verified client

December, 2014

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Based in Nottinghamshire

How has Shirley Burns helped you?

Shirley listened to our needs and clearly gave impartial advice on the options we had to protect investments and to explore the possibility of trusts for my Mothers savings and value. Shirleys experienced and pleasant manner shines through as she uses her financial skills to layout simple easy to understand choices we had with our queries.

What could they have done better?

Not much. Her manner is pleasant and businesslike at all times.

Review from verified client

December, 2014

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Value

Based in Nottinghamshire

How has Shirley Burns helped you?

The advice I was given was put across to me in a way I could understand what I was being told.

What could they have done better?

No I couldn't think of anything I would like doing differently.