Our highly qualified and professional team are each responsible for specific areas of financial planning. Whether you require expert trust and estate planning advice or insurance for your home, a member of our team will be available to discuss your needs. This means that you can be confident that you are always dealing with the most appropriately qualified person to deal with your enquiry.
Lee Fisher - LLB Hons - Chartered Financial Planner
Lee is a founding partner and Director at the firm and has worked as a financial adviser for over 20 years.
Lee holds the coveted title of Chartered Financial Planner and also holds an LLB honors degree in Law from the Manchester University of Law. Lee is also an Associate member of the Chartered Insurance Institute and the Personal Finance Society.
Lee advises clients and businesses on investment and pension planning and in particular works in the specialised areas of inheritance tax planning and trust advice. Lee regularly works with other professional advisers such as Solicitors and Accountants in order to achieve the best possible outcome for a clients situation.
In addition Lee is also fully authorised by the Financial Conduct Authority (FCA), to advise clients on equity release (both lifetime mortgages and home reversion plans), together with long term care planning.
Lee is a Chartered Financial Planner and prides himself on offering clear, personal and independent advice to his clients. Lee holds advanced financial planning qualifications in trusts and pension planning.
Michael Burton - Dip PFS
Michael has worked in the financial services sector for over 15 years. Educated at Lancaster Royal Grammar School, he has a close affinity with the local area, but advises clients referred to him from across the country.
Michael is one of the founders of Burton & Fisher alongside his co-director Lee Fisher. Michael advises both personal and business clients on the whole spectrum of financial planning matters, including investment & pension advice through to mortgage and commercial finance.
Michael is qualified to the QCF level 4 standard and is authorised by the Financial Conduct Authority (FCA).
Michael is able to offer the most professional, independent advice in relation to all areas of financial planning ensuring Burton & Fisher clients receive total clarity regarding their finances.
Russ Partington - DipFA (Aw PETR)
Independent Financial Adviser
Russ has been providing financial advice to clients in the local area for over twenty five years during a long career in retail banking.
Russ has level 4 Diploma status and is qualified to advise on all aspects of financial planning including Retirement Planning, Investments and Life Insurance.
Russ is also our workplace pension specialist and helps local businesses implement their Auto Enrolment requirements.
Russ is proud to be the Gift Aid Secretary at St Thomas Church and in his spare time Russ also volunteers for the chaplaincy department at the Royal Lancaster infirmary.
Jenny Zanelli - Cert CII(MP)
Jenny has worked within the mortgage and general insurance team for several years and already knows numerous existing clients personally.
Jenny has extensive knowledge of the general insurance and mortgage market and prides herself on offering excellent customer service.
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.
Cathy Nolan - Dip PFS
Relationship Manager/ Trainee FInancial Adviser
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 ongoing clients as well as providing paraplanning support. Cathy has now also passed her Diploma in Regulated Financial and holds the title of Dip PFS.
Cathy 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.
Laura Fisher - ACMA
Laura is a qualified chartered management accountant and is married to the Director Lee Fisher.
Laura is Company Secretary at Burton and Fisher.
Kevan Thorn is the firm’s compliance consultant and he works closely with the firm’s management regarding their objectives to provide quality financial advice.
He holds the Diploma in Financial Services qualification and has worked in many different roles, so the experience he brings helps the firm to exceed the high standards set by the industry regulator.
He has 16 years’ experience in the financial services industry including banking, compliance and independent financial advice.
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!