GARY LUCAS
Client Experience & Journey Improvement Manager | Independent Financial Planner
JOINED BURLINGTON IN 2003
Gary is a founding member of Burlington Associates and has advised private and corporate clients since 1994. A Chartered Insurance Institute qualified adviser, he combines broad financial planning expertise with particular strength in pensions and retirement planning.
He works with senior professionals, business owners and companies, advising on retirement income, pension transfers, SIPPs, Family Pension Trusts, employee benefits and corporate protection. His longstanding work with partners and senior professionals at leading UK law firms gives him a detailed understanding of complex personal and professional financial needs.
After more than two decades as a Burlington Director, Gary became Senior Financial Adviser and Client Experience & Journey Improvement Manager in July 2026. Alongside advising clients, he leads work to improve service quality, communications and the end-to-end client journey.
Personal profile
Outside work, you’ll usually find me…
Playing golf or padel and making the most of opportunities to be active outdoors.
Something people may not know about me…
I’m an RYA Seamanship II Dinghy Instructor — so, if sailing is involved, feel free to call me Captain!
My ideal weekend would be…
Spending time with family and friends, enjoying the outdoors or tinkering with my classic car.
Favourite film, book or podcast…
Cocktail — the original — remains a firm favourite.
Best piece of advice I’ve ever received…
“"It wasn’t raining when Noah built the ark…”
What I enjoy most about working with clients…
Helping people achieve their goals and seeing the positive effect good financial planning can have on their lives and families.
Our Team
Senior Management
Financial Planners
Mortgage Advisers
Client Service Support