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  7. Burlington Associates Ltd

Burlington Associates Ltd

Independent Financial Adviser  88 Wood Street, London, London, EC2V 7RS
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FCA authorised
Last authorised 25th October 2021
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
Meet our advisers
MR Balvinder Singh Sohi Dip PFS
Financial Planner / Corporate Advisor
MRS Kam Bajwa
FInancial Planner
MR Adam J. Ellerton
Financial Planner
MR Hedley Waugh
MR Daniel Shayler
Financial Planner
MR Ian Chapman
Financial Planner
MR Gary Lucas
Financial Planner
MR Jeff Bennett
Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£251,000
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.

88 Wood Street, London, London, EC2V 6AX

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