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Why use Burlington Associates Limited (Burlington)?

Burlington are a Professional firm of City based Independent Financial Adviser’s (IFAs) / Planners who have built a good reputation working with clients in professions typically those of the Legal, Finance & Medical/Dental persuasion as well as Small and Medium sized Enterprises (SME’s) and their proprietors (typically 5 – 250 Staff).

Having formulated and continually refined our client proposition to meet the needs of our personal and corporate clients, we feel well suited to advise clients with all levels of understanding spanning those with little or no appreciation for financial matters to those classed as investment professionals.

Our ethos is one of working with personal clients to help them achieve their financial goals and objectives via our Financial Planning Service. With Corporate clients we are conscious of the need to retain, motivate and incentivise staff at all levels, including proprietors, and as such have services aligned with this.

With well qualified, experienced, friendly and approachable Advisers and staff you will find your experience of dealing with Burlington refreshing compared to a product led, direct sales force mentality adopted by many in our market place.