NL
Natalie Lockley
Independant Financial Advisor at Burton And Fisher Financial Services
View Natalie's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
2010 - Present · 14 years and 11 months
Independant Financial Advisor
Jan 2018 - Present · 6 years and 11 months
Paraplanner And Consultant
Sep 2014 - Present · 10 years and 3 months
Independant Financal Advisor
2010 - Sep 2014 · 4 years and 8 months
Company Details
During this current time of uncertainty and economic slowdown it is refreshing to see local businesses continue to thrive. Local independent financial advisers Burton & Fisher. Established over 12 years ago by Michael Burton & Lee Fisher on Princess Crescent in Bare the firm now employ 10 staff between their two offices, having purchased the iconic 76 Church Street in Lancaster in 2015 to support their expansion plans and to ensure a presence at the heart of Lancaster Business. A number of recent events have solidified Burton & Fishers place as one of the leading Financial Advisory firms in the area. Natalie Lockley and Russell Partington along with Michael & Lee are the firms independent advisers and the firm is able to advise across all areas of finance including defined benefit pension transfers and equity release. Jeremy Hunt is the firms senior financial analyst/para-planner and holds a vast amount of experience and knowledge. Jeremy along with the rest of the para-planning team are responsible for the continued development and monitoring of the firm’s investment portfolios. The continued growth of the team and the assets under management by the firm illustrates the thriving success of the company. Jenny and Zoe continue to head up the mortgage and protection team ensuring our clients continually receive the first rate experience we provide. Whilst Rebecca works as office manager and provides para-planning support along with Cathy to the advisers. The close knit team are the heartbeat of the local, independent company. Burton & Fisher offer advice on investments and pensions, mortgages, protection- covering all aspects from personal to business, general insurance and equity release. Call the office on 01524 416872 to book your free, no obligation financial review. Don’t forget to visit the company online at www.burtonandfisher.co.uk and also follow them on Facebook & Twitter.
Year Founded
1996
Social Media
Linkedin
Industry
Financial Services
HQ Location
76 Church Street Lancaster, England LA1 1ET, GB
Keywords
Pension PlanningInvestment PlanningMortgagesInsuranceand Long Term Care
Discover More About Cleveland Clinic

Find verified contacts of Natalie Lockley in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.