 |
 |
|
| |
 |
| |
| |
Burlington’s
personal clients are almost exclusively high net worth
individuals, who value our client specific service.
We offer them holistic financial planning in order to
create a long-term strategy, exclusively tailored to
their requirements.
A
primary focus for most clients is the need to plan for
the transition from “earning and saving”
to that of “retired and spending.”
We
recognise that many clients will not wish to retire
as such, but would be far happier to be in a position
to be financially independent - to have the freedom
and flexibility to choose whether to retire altogether
or continue to work, but perhaps in a different way
that suits them.
Holistic
Financial Planning Solutions Include:
- Protection
portfolio planning
Life Insurance, Critical Illness Cover, Income Protection
and Private Medical Insurance (PMI).
- Investments
Web-based Wrapper Fund Management, Unit and Investment
Trusts, Insurance Funds, Offshore Funds, Property
Funds, Ground Rent Funds, Student Accommodation Funds,
Property Partnerships and other Tax-Efficient arrangements.
- Pension
Strategies
Personal and Self Invested Personal Pensions (SIPP's).
Small Self Administered Schemes (SSAS's) and Specialist
Pension Funds.
Pension Drawdown and Phased Retirement.
- Inheritance
Tax Mitigation
Estate Planning and Trust Planning.
- School
Fees
Capital sum and Regular Savings based planning
|
|
| |
|
|
| |
The Financial Services
Authority do not regulate Private Mdeical Insurance (PMI)
or some forms of Life Insurance, Critical Illness Cover,
Income Protection, Offshore Funds, Inheritance Tax Planning,
Estate Planning, Trust Planning or School Fees Planning. |
|
| |
|
|
|
|
|
|
