GARY LUCAS
CLIENT EXPERIENCE & JOURNEY IMPROVEMENT MANAGER
INDEPENDENT FINANCIAL PLANNER
JOINED BURLINGTON IN 2003
Gary Lucas is a founding member of Burlington Associates, having helped establish the business in May 2003. He has advised private and corporate clients since 1994 and is a Chartered Insurance Institute qualified adviser with specialist expertise in pensions and retirement planning. Gary works with senior professionals (in the magic and silver circle mainly), business owners and companies, helping them navigate complex financial planning and employee benefit decisions with confidence.
A recognised specialist in his field, Gary has contributed to industry publications, including Citywire, and is known for combining technical pension expertise with practical, commercially focused advice. He advises across all areas of financial planning, with particular expertise in retirement income strategies, pension transfers, Self-Invested Personal Pensions (SIPPs), Family Pension Trusts and complex pension planning arrangements. His client base includes partners and senior professionals within many of the UK's leading law firms, giving him a deep understanding of the financial priorities and aspirations of high-achieving individuals. Gary also has extensive experience advising businesses on tax-efficient remuneration structures, employee benefit schemes, key person planning and corporate protection strategies.
Having spent 23 years as a Director of Burlington, he moved into the role of Senior Financial Adviser and Client Experience & Journey Improvement Manager in July 2026, where he combines client-facing advice with responsibility for enhancing service quality and improving the end-to-end client journey across the firm. As a member of the Senior Management Team, Gary leads initiatives focused on service excellence, clearer communications and continuous improvement, ensuring clients receive a seamless and high-quality experience from first contact through to ongoing support.
Outside of work, he enjoys spending time with his family and making the most of the outdoors through padel, running, cycling, fishing and golf.
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