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Jeff
Bennett
Jeff Bennett is a Chartered Accountant who 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
has been working as a financial adviser (and more
latterly planner) for nearly nine years. Prior
to working in financial services Jeff has been
Finance Director of a Medium sized property group
and a Care Charity.
He
is married with four children. His hobbies include
reading science fiction, logic puzzles and walking. |
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Craig
Cameron
Craig has been working as an I.F.A. for
9 years now in the UK and specialises in giving
Investment advice across a broad range of conventional
and unconventional asset classes. He also provides
specialist knowledge in the corporate and individual
tax planning areas, with extensive experience
of dealing with both resident and non-domiciled
individuals and Trusts.
Craig
has a B.Soc. Sciences with majors in Economics
and Commercial Law. Craig is originally from Durban
in South Africa.
He
is married with one child. His interests include
canoeing, reading and travel. |
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Ian
Chapman
Ian specialises in Strategic Wealth Planning to
include Sophisticated Investment Advice, Bespoke
Protection Plans, Income and other tax-saving
strategies and Inheritance Tax Planning.
He
has been an IFA for 22 years, working with Lloyds
Private Banking for 15 of them. He has built an
impressive list of High Net Worth clients for
whom he provides a bespoke service.
Ian
is married and lives in a 350 year old farmhouse
which he is refurbishing. His hobbies include
sailing, clay pigeon shooting and car restoration. |
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Gary
Lucas
Gary has been advising individuals and corporate
entities for 10 years. Gary is Burlington's 'Pension
Specialist' holding the Charter Institute of Insurance
'G60 Pension' qualification which only a very limited
number of practicing advisers hold in London. He
specialises in the following areas of specialist
pensions advice including: Drawing income at retirement
(Phasing and Income Drawdown), Self Invested Personal
Pensions, 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 has a BA Honours degree in Finance &
Accounting and has worked in financial services
since qualification.
His
interests include Golf, Running and he is a keen
Water sports fan. |
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Celia
Smith
Celia is part of the Mortgage Team at Burlington.
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. 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.
Celia’s
interests include patchwork & quilting, reading
and swimming. |
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Phil
Trew
Phil
is part of the Mortgage Team at Burlington. In addition
to normal day to day personal mortgage advice within
the whole mortgage market he specialises in Investment/Buy
to let mortgages, properties to be purchased in
Trust and Offshore and mortgages for those who were
born or domiciled outside of the EU. Phil also offers
advice in the following areas related to mortgage
planning: Buildings and Contents insurance, Accident,
Sickness and Unemployment cover, Mortgage Protection
and Term Assurance.
Phil
has been involved in the Financial Services Industry
for over 25 years, having gained 20 years experience
with the Prudential as a Financial/Mortgage adviser.
For the past 6 years he has specialised in mortgage
advice and has the full Financial Planning Certificate
and Mortgage Advice Qualification.
Phil
is married and his interests include cooking,
swimming and fitness.
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We
are independent Mortgage Brokers. A fee is usually charged
for arranging a mortgage and this can be zero, £350
or £500 depending on your circumstances and requirements.
We are paid commission from the lenders in this instance
alternatively you can opt for a complete fee option
which ranges from 1/4% to 1/2% of the loan value. All
Non-standard cases (e.g. Adverse credit or Sub-prime
lending) are subject to a non-refundable £100
administration fee, payable upfront.
The
Financial Services Authority do not regulate Will Planning,
and some forms of Mortgage and Tax Planning.
Your
home may be repossessed if you do not keep up repayments
on your mortgage.
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