Burlington Associates Ltd

Independent Financial Adviser 88 Wood Street, London, London, EC2V 7RS

First meeting at adviser's own cost

Response rating

7.0/10

3rd December 2018

A well established firm of Fee Based Financial Planners specialising in all areas of regulated Financial Advice.

We can advise you on

Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Pensions & retirement
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Mortgages
- Buy to let
- First time buyers
- High loan to value
- Remortgage
- Residential
- Self employed
Tax & trust planning
- Estate planning
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
- Group risk
Financial planning
- Wealth management
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning

Meet our advisers

Daniel Shayler

Financial Planner

Qualifications & Accreditations Hide qualifications

FCII - Fellow Membership (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

Accreditations

Balvinder Singh Sohi Dip PFS

Financial Planner / Corporate Advisor

Qualifications & Accreditations Hide qualifications

CF2 - Investment and Risk (CII)

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

CF9 - Pensions Simplification (CII)

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.

G10 - Taxation and Trusts (CII)

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.

G70 - Investment Portfolio Management (CII)

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

J05 - Pension Income Options (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

Jeff Bennett

Financial Planner

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

Gary Lucas

Financial Planner

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

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

Dip PFS - Personal Finance Society Diploma (PFS)

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

Ian Chapman

Financial Planner

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

Kam Bajwa

FInancial Planner

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

Adam J. Ellerton

Financial Planner

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

Hedley Waugh

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

Where to find us

88 Wood Street, London, London, EC2V 7RS

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.

Compliance

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

With a dedicated compliance support function with the organisation combined with external party services Burlington is confident in providing the highest level of service to its clients.

We can advise you on

Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Pensions & retirement
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Mortgages
- Buy to let
- First time buyers
- High loan to value
- Remortgage
- Residential
- Self employed
Tax & trust planning
- Estate planning
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
- Group risk
Financial planning
- Wealth management
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Free mortgage review Select

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Minimum mortgage value

£250,000

Website

Compliance

With a dedicated compliance support function with the organisation combined with external party services Burlington is confident in providing the highest level of service to its clients.

Contact options

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