Burlington Associates Ltd

Independent Financial Adviser  88 Wood Street, London, City and county of the city of london, EC2V 7RS
First meeting at adviser's own cost
A well established firm of Fee Based Financial Planners specialising in all areas of regulated Financial Advice.
We can advise you on
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Balvinder Singh Sohi Dip PFS
Financial Planner / Corporate Advisor

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assessed a knowledge and understanding of portfolio investment management.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This examination assesses a knowledge and understanding of investment products and the risks involved.

Kam Bajwa
FInancial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Adam J. Ellerton
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Hedley Waugh

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Daniel Shayler
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Ian Chapman
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Gary Lucas
Financial Planner

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Jeff Bennett
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Burlington Associates has established a very good reputation within the City of London, which has helped forge excellent relationships with many specialist organisations to be able to provide holistic solutions to all situations. With extensive experience throughout the team.

Awards -

2016

Voted as one of the Top UK Financial Advisers and Wealth Manager by AdvisoryHQ

Corporate LiveWire Finance Award Winner

2015

Best Fee Based Financial Planning company in the UK (Wealth & Money Management Awards)

Voted as one of the Top 12 UK IFA's / Wealth Managers by AdvisoryHQ

Our services

For Individuals we offer Fee-Based Life-Time Cash Flow Planning (Financial Planning) or Traditional Transactional Services whilst Corporate clients are offered services ranging from Employee Advice to truly Flexible Benefit Packages, generally catering for businesses with 5 – 250 staff. We are particularly focused on assisting businesses with Auto Enrolment.

Where to find us
Head office address: 88 Wood Street, London, London, EC2V 7RS
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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