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Independent Financial Advisor in London

Burlington Associates Ltd

Address: 61 Cheapside, London, EC2V 6AX
Telephone: 0207 329 7500
Fax: 0207 329 7501
Visit our Web Site:

Contact: Gary Lucas

General information

Burlington Associates Limited (Burlington) is a firm of Independent Financial Advisers (IFA's) / Financial Planners located in the heart of the square mile in Cheapside, City of London.

Burlington has established a very good reputation for professional personal and corporate advice. Being truly independent, we are able to provide recommendations from the whole of the market but importantly we offer, what we feel is a unique approach to financial advice as we are primarily fee based financial planners and a service led organisation. Unfortunately many other IFA's still tend to find themselves 'on a transactional model' without the operational framework of fee based financial planning.

Our main stay of clients remains as partners in the magic circle of legal firms and also investment banking professionals. We also profess particular expertise with medical and dental professionals, particularly those in private practice. From a corporate perspective we deal with owner managed businesses and advice relating to employee benefit provision in the SME arena. We appreciate that the needs of clients differ vastly, in some cases, and we are confident we can (and continue to) meet the expectations of the inexperienced to discerning investment professionals. Advice is tailor made to each situation and led by you the client.

The experience in financial services of the individual advisers ranges from ten to thirty years. The company ethos is to work as a partnership and ensure that each client receives advice from the most appropriate member of the team. Each client is also provided with a dedicated contact point, apart from their adviser, to ensure that their needs are met timeously.

Our reputation for quality is achieved by a comprehensive yet clear service proposition, continuous education, excellent service standards and the use of the latest relevant technology to assist the process.

Burlington Associates is regulated by the Financial Conduct Authority.
Not all of the above products / services are regulated by the FCA.

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