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Burt Financial Planning Ltd

Burt Financial Planning Ltd

Financial Planner · Edinburgh

Open now
01620 282150

36 Market St, Haddington

Haddington

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Google rating

5.0

3 Google reviews

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What customers say

I can’t recommend Connel Burt highly enough. His advice is truly outstanding, and what sets him apart is his complete honesty. Connel takes the time to understand your situation and always gives the best guidance — even if it means he won’t get any business from it. He recently advised us about my mother-in-law's estate, and the most ethical recommendation he could give ultimately meant he wouldn’t receive a sale. That level of integrity is rare. Connel genuinely puts people first, and it shows in the trust he builds and the clarity of his advice. If you want someone who will give you the right advice rather than the most profitable one, Connel is the person to call. Highly recommended.

Jeanette Hamill · 5 months ago

Connel was recommended to me, He was highly informative and explained things very clearly, I had multiple questions about my finances, savings, mortgage and pension, he was knowledgeable and clear with excellent advice & guidance for all of my questions. I would highly recommend his financial advice service to everyone.

Rebekah MacRobert · 7 months ago

I recently had the pleasure of working with Connel Burt at Burt Financial Planning to set up my pension, and I can confidently say the experience exceeded all my expectations. From our initial conversation to the final setup, Connel demonstrated an exceptional level of professionalism, knowledge, and customer service that made the entire process seamless and stress-free. One of the things I really appreciated was Connel’s commitment to making the process as convenient as possible for me. Rather than asking me to visit his office, he made the effort to come to my premises, which I thought was a fantastic touch. This level of service showed his dedication to putting clients first and ensuring everything was as easy and hassle-free as possible. What truly set Connel apart was his ability to explain complex financial matters in a clear and concise way. Pensions can often feel overwhelming, but he took the time to break everything down into simple, easy to understand terms, ensuring I fully grasped my options and felt confident in my decisions. Beyond his expertise, Connel was incredibly personable and approachable. He made me feel valued as a client, and I never felt like just another number. His attention to detail and tailored approach meant that he didn’t just set up a pension for me, he crafted a plan that aligned perfectly with my financial goals and future aspirations. I can’t recommend Connel highly enough for anyone looking for financial advice, particularly regarding pensions. His dedication, transparency, and customer first attitude make him a standout in his field. If you’re looking for someone who truly cares about securing your financial future, Connel Burt at Burt Financial Planning is the person to trust.

MDS Security Systems · a year ago
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Opening hours

  • Monday9:00 am – 5:00 pm
  • Tuesday9:00 am – 5:00 pm
  • Wednesday9:00 am – 5:00 pm
  • Thursday9:00 am – 5:00 pm
  • Friday9:00 am – 5:00 pm
  • SaturdayClosed
  • SundayClosed

Details last verified May 2026

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