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.

Ian specialises in Strategic Wealth Planning to include sophisticated , holistic financial planning and investment advice for Bankers and Lawyers, his specialisations being: alternative, uncorrelated investments, bespoke protection plans and tax-saving strategies. 

He has 27 years experience , working with Lloyds Private Banking for 15 of them. Ian 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 has refurbished. His hobbies include target rifle shooting, clay pigeons and car restoration.

Gary has been advising individuals and corporate entities for 15 years. Gary is Burlington's 'Pension Specialist' holding the Charter Institute of Insurance 'G60 Pension' qualification which a 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 is particularly keen to support new companies to assist our economic future.
Gary has a BA Honours degree in Finance & Accounting and has worked in financial services since qualification.

His interests include Golf, Squash, Running and he is a keen Water sports fan.

Daniel has a wealth of experience in Financial Services and has an excellent reputation of being thorough, knowledgeable, timely andultimately providing an excellent on-going serviceto his clients. He is renowned to be honest and trustworthy with all that he has dealings with.

His specialty is financial planning with a specific focus on wealth preservation andin doing so has developed connections with professional introducers one of which is an Accounting Network that can offer Tax strategies for corporate and individual clients. The latter have proved to be extremely useful to introduce clients to in recent years.

Any spare time he has, Daniel spends with his family and adding to his knowledge and professionalism. The latter mostly be furthering his qualifications to obtain chartered financial planner status as soon as possible.

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.

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.