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

 

“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 IFAs without his specialist knowledge would have not known about.”

I McNeil, Former Managing Partner – EFT Securities Ltd

 

“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

 

“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

 

“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

 

“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 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 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

 

“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

 

“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

 

“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

 

“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

 

“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

 

“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

 

“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