Lee Fisher - LLB (Hons) Dip PFS
Lee is a co-founder of the firm and a controlling Director. Lee has been advising clients for over twenty years and offers a wealth of experience in financial services. He holds an Honours degree in Law from Manchester University Law School. Along with advanced financial planning qualifications in management, trust and pension planning, Lee is also a member of the Personal Finance society and the Chartered Insurance Institute.
Michael Burton - Dip PFS
Michael is a co-founder of the firm and a controlling Director. Michael is qualified to the QCF level 4 standard and is authorised by the Financial Conduct Authority (FCA). Michael is one of the firm’s pension specialists holding the CII accredited advanced pension planning (AF3) exam.
Russ Partington - DipFA (Aw PETR)
Russell has been a Financial Advisor in Lancashire & Cumbria for almost 30 years. He is qualified to level 4 standard and has been an IFA within Burton and Fisher for the past 7 years, he is one of the firm’s Pension Specialists.
Jeremy Hunt - AFPS
Jeremy has over 25 years of working within financial services, predominantly dealing with the administration and technical aspects of SIPP and SSAS pension arrangements, in particular using pension funds to hold investment portfolios to purchase commercial property. He now enjoys drawing on this pension and investment experience and provides technical support and para-planning services for the firm. He is well qualified and is progressing towards obtaining the Certificate in Discretionary Investment Management.
Rebecca Grant - Cert FS
Office Manager / Relationship Manager
Rebecca is the firms office manager. She also undertakes the role of relationship manager to Lee’s ongoing clients as well as paraplanning support.
She holds the level 3 “Certificate In Financial Services” qualification. She has over 31 years’ experience in banking and finance.
Lindsay joined the firm in March 2019 as our senior paraplanner and brings with her over 25 years’ worth of experience in various roles within independent financial services, having been a paraplanner for over fifteen years.
In this role she provides reports and technical analysis across all areas of financial advice and draws on her in-depth knowledge and experience to provide a first-class level of support to the advice team at Burton & Fisher.
Outside of work Lindsay enjoys reading, cooking and walking George the family springer spaniel!
Cathy joined us from the NatWest Commercial Banking sector in 2017, bringing with her strong organisational, analytical and effective communication skills.
She has experience in stakeholder management, banking and financial planning and undertakes the role of relationship manager to Michael’s ongoing clients as well as providing paraplanning support.
She is also working towards the Diploma in Regulated Financial Planning (Dip PFS).
She also holds the Professional Banking Certificate, Certificate in Lending and Level 3 Providing Financial Services qualification.
Cathy regularly attends women in business events and young professionals networks. Outside of work Cathy enjoys baking, horse riding and many other outdoor pursuits.
Charlie is the managing director of Albemarle Street Partners. He has long experience in investment having previously run the discretionary fund management business for Sanlam UK and sat on the board of Neptune Investment Management. Planning (Dip PFS).
Fahad is a portfolio manager for Albemarle Street Partners. Prior to joining he worked at Legal & General Investment Management where he managed approximately $1 billion investing in equities in the United States. He is a CFA charter holder with a deep understanding of industry structure, style-factor investing and monetary economics.
Chris is a portfolio manager for Albemarle Street Partners. He is a chartered wealth manager who previously worked for Seven Investment Management and Bowmore Asset Management.
Clive is a former CIO of Skandia Investment Management and Investment Manager and Consultant at Towry (now Tilney BestInvest) and John Scott & Partners. He has over 35 years’ experience of fund research, asset allocation and portfolio management.
Eleanor is responsible for Albemarle Street Partners’ business development. She brings considerable expertise in marketing and client relationship management having held a range of senior commercial positions at Citywire.