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
FCA verified
15th October 2018
A well established firm of Fee Based Financial Planners specialising in all areas of regulated Financial Advice.
We can advise you on
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Buy to let
    • First time buyers
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Estate planning
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Daniel Shayler
Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Balvinder Singh Sohi Dip PFS
Financial Planner / Corporate Advisor
adviser-person
Jeff Bennett
Financial Planner
adviser-person
Gary Lucas
Financial Planner
adviser-person
Ian Chapman
Financial Planner
adviser-person
Kam Bajwa
FInancial Planner
adviser-person
Adam J. Ellerton
Financial Planner
adviser-person
Hedley Waugh
Where to find us

88 Wood Street, London, London, EC2V 7RS

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
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.

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