About Us

George is qualified as a Chartered Financial Planner and has worked in the financial services sector since 1986. Burlington Wealth Management is currently a team of nine including George, and one other qualified Financial Adviser, a personal assistant and various administration and support staff. The business has been built on the solid foundation of providing ongoing advice in a clear and concise manner. We are very proud of the long term relationships we have built, some stretching back over two decades.

George comments: "We specialise in meeting the needs of people with all aspects of their personal and business financial planning. The initial advice is obviously very important, but it is vital to regularly review and adjust your plans as your circumstances and aspirations change in the future. This is why we have built so many long-term relationships. We have the expertise within the St. James's Place Partnership to advise all types of clients, including high net-worth and corporate clients. However, we also value the custom of those who have more basic needs."