Jeff Bennett – Financial Planner / Independent Financial Adviser
Jeff Bennett is a Chartered Accountant who has been working as a financial adviser (and more latterly planner) for over fourteen years. Prior to working in financial services Jeff has been Finance Director of a Medium sized property group and a Care Charity.
He specialises in holistic personal planning with a particular emphasis on minimising tax post-retirement. All of his clients are either High-Earners and/or High Net Worth individuals and provide a broad and challenging planning environment encompassing all aspects of financial planning. He also has a strong knowledge of protection planning.
Jeff enjoys logic puzzles, horror films and reading. In his younger days Jeff was a member of Greenwood Morris Dancers! He has four children and five grandchildren (and counting!) Read More
Testimonials:
“Everybody’s lifestyle and expectations are different. Most of us have little idea of how much money is needed in the future to maintain a certain lifestyle after we have stopped working. Jeff Bennett and Burlington have really focused me on what I would need for “life after work” – and how much I would need to save during my working years and what is the most cost effective way to do it. I have been meeting with Jeff periodically for nearly 10 years now and we are constantly updating and refining. I feel a lot more comfortable with Jeff’s and Burlington’s guidance that I am really planning for “life after work”, rather than just hoping for the best when the time comes. Regular contact with Jeff has meant that he is well aware of my personal financial situation and what I need to achieve to realise my retirement plan. Anyone in full time work in their late 30s/early 40s should be speaking now to Jeff and his colleagues at Burlington.”
M Mendelssohn, Partner
Ian Chapman – Financial Planner / Independent Financial Adviser
Ian has 28 years experience of advising private clients. The first 15 were spent with Lloyds Private Banking working with their High Net Worth clients, and the last 13 have been as an adviser / planner, delivering a quality service to approximately 100 individuals, mostly from the Finance and Legal profession.
He specialises and prides himself on developing bespoke wealth building and preservation strategies to enable his clients to achieve the results they need, whilst having the flexibility to accommodate change as time progresses. The overriding elements being cost effectiveness & tax efficiency.
His interests include Long distance target shooting (having been picked twice for the England (GB) B team!), classic cars and DIY. Read More
Testimonials:
“Ian has always proved a very capable and attentive IFA. He examines all the options, pays great attention to detail, and ensures that you fully understand the advice he is giving. He is open in his views and transparent in his dealings, and is all-in-all a safe pair of hands.”
A Rose
“Ian Chapman has been my IFA for over 20 years. He has consistently provided me with bespoke solutions to meet my changing financial planning needs throughout this time. Always acting with complete discretion, diligence and diplomacy, where necessary, he continues to be a trusted, loyal advisor and friend. Thanks to his skill, I have been able to focus on my career without having to overly concern myself with financial planning and in these later years to retire at the time of my choosing, secure in the knowledge that mine and my family’s financial future is assured. Best Wishes.”
A Hender
Gary Lucas – Financial Planner / Independent Financial Adviser
Gary has been advising individuals and corporate entities since leaving University in 1994. He holds the Chartered Insurance Institute G60 Pension qualification and prides himself as specialising in Pension needs when his general Financial planning expertise in not required. Gary’s individual clients are mainly Partners of the magic/silver circle of law firms and as such has gained a comprehensive understanding of the financial needs and desires of such individuals. Gary has existing clients at the following law firms; Denton Wilde Sapte, Hogan Lovells, Watson Farley Williams, Decherts, Clifford Chance, Paul Hastings, Addleshaw Goddards, Osborne Clark, Nabarro, Olswang, Farrers, DLA Piper, Wedlake Bell as well as others.
Gary is an active contributor to a notable Citywire publication and is a member of the Chartered Institute of Insurance and has a BA Honours degree in Finance & Accounting. Read More
He offers advice on all areas of Financial Planning and also provides specialist pensions advice on the following: Drawing income at retirement (Income drawdown, flexible drawdown and annuity purchase), Self Invested Personal Pensions investing in complex property purchases and share transactions, Family Pension Trusts, Transfers from Occupational pensions, legislative issues and pensions investment structures.
At a corporate level he has considerable experience in the following areas: Designing and implementing Employee Benefit Packages (E.B.P), tax efficient remuneration structures, Key Person planning and Corporate Will planning.
Gary is a keen outdoor sports fan and his interests include golf, squash, sea and course fishing, distance running, mountain biking and scuba diving. He lives near Hampton Court with wife Emma.
“I have known Gary for nearly 15 years and have used his advice and services extensively. Recently Gary’s detailed pension advice regarding a recent complex share purchase within a SIP has been extremely beneficial. He brought to my attention an opportunity that most IFA’s without his specialist knowledge would have not known about.”
I McNeil, Former Managing Partner – EFT Securities Ltd.
“I would like to thank you for the advice to date which as can been seen from the statement has performed exceptionally when looking at the difficulties experienced over the last couple of years.”
P Butterworth, Partner – TLT Solicitors.
Daniel Shayler – Financial Planner / Independent Financial Adviser
With over 10 years experience in Financial Services Daniel now deals with primarily High-Net Worth individuals and specialises in lifetime cash-flow forecasting (Financial Planning). His clientele extends from those in the world of finance, Partners in legal firms and those in the Medical/Dental profession. Daniel is and continues to be an experienced and trusted Financial Planner. In addition to this he has gained many advanced qualifications, in recent years, ranging from pensions, investments, trusts/taxation and Financial Planning.
Daniel regards Financial Planning as a process which is designed to understand and appreciate what has been achieved thus far and laying a clear roadmap, supported by professional advice to clients. The major motivator for many of his clients to undertake Financial Planning is to ensure that their money outlives them and then to safeguard and build a legacy for their future generations. Read More
Family life is important to Daniel and keeping his children entertained takes up most of his spare time. He is a member of his local gym and can be found there nearly every weekday morning. Daniel prides himself on his professionalism and part of that encompasses attaining chartered status as soon as possible.
Testimonials:
“I was recommended to Daniel Shayler 3 years ago on becoming unhappy with the performance of my ‘then’ financial advisor. Over the last three years I am pleased to say that I have always felt valued as a client .When contacting Daniel over financial concerns I know I will receive a prompt response to any request however small and that he will be prepared to visit and spend time to fully explain suggestions/recommendations. First and foremost however, I have come to trust his opinion and judgement and consequently am fully satisfied that my portfolio is being handled wisely.”
M Patel
“Daniel has given me every confidence in investing in a product which was selected in my best interest and needs.
He endeavoured to meet all my requirements and questions with a prompt answer and the support along the way was second to none. The advice has since proven to be most apposite, I am delighted with the results thus far and the on-going honest and truly personal service.”
R Tricker
“We first became acquainted with Daniel about 15 months ago, through a recommendation from my Dad. I was somewhat dubious after several unsuccessful liaisons with financial advisors in the past, but even at our first meeting, Dan was totally reassuring. He listened and understood our needs for the present, and hopes for the future. He was also extremely patient, explaining different plans and investments over and over again, making them easy to understand, whilst also answering our numerous questions. We never once felt rushed or pressured by Dan, in fact it was quite the opposite. He took the time to get to know us, which we really appreciated, as it reassured us that he really did have our best interests in mind. Over these past months working with Dan he has showed great patience, with our constant enquiries and changes of plan. We feel sure we will have a very long and successful relationship, as not only has he gained our trust, but we now regard him as a friend too.”
S Sparkes
Balvinder Sohi – Financial Planner / Independent Financial Adviser
Balvinder has over 10 years of experience in providing impartial Fee Based Financial Planning advice both in the private client and corporate arena. His client centric approach has allowed him to attain the privilege of being regarded as a “trusted adviser” for many of his clients over this period.
He graduated with a degree in Economics and then decided to extend his academic career by studying for a Master’s of Science in Business Finance at Brunel University. Fresh out of university he took up his career in financial services, within the wealth management division of The National Westminster Bank, as a trainee financial planning manager. Gaining an “educational experience” as to the workings of a tied banking environment, Balvinder then decided to progress his career by becoming an Independent Financial Adviser (IFA) with a well established city based IFA firm. Read More
Balvinder is married with two young sons and lives with his family in a small village in south Buckinghamshire. Outside of work he describes himself as a “ arm chair” football fan and has been following his beloved Arsenal FC for over 20 years and has collected an interesting array of Arsenal memorabilia over the years including a match day programme when Brazil played the mighty Arsenal in 1961!
Testimonials:
“My Company enlisted the help of Burlington Associates (Balvinder) to explain and assist with changes to the current employee benefit package. I have always found the complexities of pension arrangements to be somewhat of a mystery and I can honestly say that Balvinder has been outstanding, patient and professional in his approach and has the ability to explain the complexities of pensions, Tax and other financial matters in plain English which was a great help to me.
I would happily recommend him to anyone in need of financial advice.”
G Ginn p
“Having recently started a company pension scheme through Burlington Associates, I have found Bal to be both professional and personable. His ability to explain what is a complex matter in straight forward terminology has been first-rate. I would have no hesitation in recommending Bal to others, and hope to carry on an excellent relationship.”
K McNally
“We instructed Burlington Associates earlier this year to conduct a review of our current employee benefit package, after they were recommended to us by a professional connection. I found the consultant who attended our offices (Balvinder) to be both knowledgeable and diligent in providing advice on how best to restructure our benefits package to accommodate the forthcoming legislative changes that will apply to company pension schemes next year, in manner that was tax efficient and provided scope for us to manage cost implications of implementation.”
“I would have no hesitation in recommending the services of Burlington Associates to any employer who required a refreshingly professional and reliable level of advice for their company affairs.”
J Bahra, Finance Director
Michael Ross – Financial Planner / Independent Financial Adviser
Michael has 8 years experience in the Financial Services Profession. He joined Burlington in February 2011 and previously worked for HSBC as Premier Relationship Manager looking after the non-regulated financial planning needs of the Bank’s High Net Worth customers, and prior to that JP Morgan and General Electric as a Management Accountant. He holds the Chartered Insurance Institutes Diploma in Financial Services and is part qualified as an Accountant as part of the Chartered Institute of Management Accountants. He also holds a BA Honours Degree in Financial Services.
Michael is an Independent Financial Planner with a comprehensive knowledge of financial planning for individuals and small and medium sized businesses, in particular; Minimising tax, Risk management and for businesses , protection for families and individuals, Retirement funding, Pension reform, Funding for children’s education & this is all generally under pinned by Lifetime Cash-flow forecasting. Read More
Michael is active with the needs of his local community in Hertfordshire and has been involved in the establishment of a new local Primary School. He also plays Badminton and Squash as often as he can. Michael is married with two small children and strives to spend quality time with each of them every day.
Testimonials
“Michael has recently worked very hard to deliver excellent results with my life and mortgage cover. He has more than doubled my cover with only a 30% increase in premium. His service and knowledge of the market was excellent. He and Burlington Associates come highly recommended.”
M Firestone
“I have dealt with Michael on many occasions. He is very professional and I would have no hesitation in recommending him to my clients.”
S Glick, Solicitor, Lynch Hall & Hornby
“I have only recently started working with Michael and I find him to be a creative thinker extremely personable and very proactive I would recommend Michael to anyone who requires Independent Financial Planning and advice and wants to engage with someone who really is “on the ball.” He is someone who really has his clients interests at heart.“
A Igel
Celia Smith – Mortgage Adviser
Celia is part of the Mortgage Team at Burlington. She has been involved in financial services for over 30 years, starting with a firm of Stockbrokers and then later moving to an Insurance company. For the last ten years she has specialised in residential lending and has the full Financial Planning Certificate and Mortgage Advice Qualification.
As well as researching for traditional mortgages and re-mortgages from the whole market place, Celia specialises in New build projects including financing land purchase and building costs, Offshore mortgages and mortgages in trust, Buy to let and Let to buy mortgages.
Celia’s interests include patchwork & quilting, reading and swimming. Read More
Testimonials:
“Dear Celia, I just wanted to say a big thank you for all your help in processing our mortgage application for our purchase. It was not exactly a straightforward sale and purchase for us, and throughout what was an incredibly stressful period we always felt we could rely upon you to respond to all our concerns promptly, and to offer sound advice.”
“It is a relief to finally be in our new home, and on behalf of myself and my husband thank you again for all your support. We will keep in touch.”
A Porter
“Celia and Louise, Thank you very much for all your efforts. Great job! I am very pleased with every element of the service you gave me. Thank you also for the introduction to Rory. He was a pleasure to deal with and was spot on at the end to push it all over the line within the short timeframe. I will definitely use you all again, hopefully quite soon! Until then. Kind regards.”
R Shardlow
“Dear Louise & Celia Thank you both for all your support in getting the mortgage sorted.
Promise not to bother you until this time next year!! Kind regards”
R Bhatti
Phil Trew – Mortgage Adviser
Phil is part of the Mortgage Team at Burlington and has been involved in the Financial Services Industry for over 30 years, having gained 20 years experience with the Prudential as a Financial/Mortgage adviser. For the past 10 years he has specialised in mortgage advice and has the full Financial Planning Certificate and Mortgage Advice Qualification.
Phil considers Personal mortgage advice within the whole mortgage market covering Purchases, Remortgages, First Time Buyers, he also has specialist knowledge in the Investment/Buy to let and Ex-Pat mortgage market along with the related areas of Buildings and Contents insurance, Accident, Sickness and Unemployment cover, Mortgage Protection and Term Assurance life cover.
Phil is an avid supporter of our local rugby team, Esher Rugby and enjoys going to the gym regularly and when time permits getting into the kitchen and practicing his culinary skills. Read More
Testimonials:
“Just a quick note to thank you both very much for all your help on this (Mortgage), very professional as ever. Regards”
A Finnegan
“Thank you…all went well. Got the keys on Friday and spent the (glorious) weekend sorting the place out. Thanks to everyone there for the quick and painless turn around!”
R Karpovich
“Thanks to you (Phil) and Louise for all you have done. All other mortgages you arrange will be a doddle compared to this one!!!!”
H Patel