Burwood Financial Planning is an independent financial advice business based in Queensbury, Bradford, serving clients across Bradford, Leeds and the wider West Yorkshire area. With more than 17 years of experience, its advisers provide holistic, personalised guidance to individuals and businesses seeking long-term financial security and support in achieving their goals. The firm’s services include retirement planning, pensions, investment advice and management, mortgages, and financial protection. Its approach is designed to offer clarity and confidence at different stages of a client’s financial journey, with recommendations tailored to individual circumstances and objectives.

Burwood Financial Planning follows a six-stage advice process, beginning with a free, no-obligation consultation. This is followed by fact-finding, research, a report of recommendations, implementation of agreed products and actions, and ongoing reviews. The business operates as a trading name of Octo Financial Planning Ltd, an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. Its website guidance is intended for consumers in the UK.