Welcome to Burlington Financial Independent Advice
We create personalised strategies that prioritise what truly matters to you
Welcome to Burlington Financial Independent Advice
We create personalised strategies that prioritise what truly matters to you
Are you looking for greater clarity and confidence in managing your financial future? Burlington Financial, which provides independent financial advice and has offices in Bridlington, East Yorkshire, and Scarborough, North Yorkshire, can help you define and achieve your goals.
By embracing a holistic approach to financial planning, we take into account all aspects of your personal circumstances and financial situation. This enables us to create tailored strategies that prioritise what truly matters to you. Would you like to explore how our holistic approach to financial planning distinguishes us from others?
Your goals drive the planning process
Unlike focusing on a single aspect of your finances, such as pensions or investments, we take a broader view. Why? Because a narrowly focused solution often misses the bigger picture. Instead, we ensure all areas of your financial world are in harmony, unlocking your potential for long-term success.
We provide an initial meeting without charge or obligation to help us understand your values, motivations, and concerns. What does your ideal future look like? What’s most important to you? By answering these questions together, we can build a financial plan that aligns with your goals and personal values.
Expert, independent advice tailored to you
Do you feel overwhelmed by choices regarding investments, tax planning, mortgages, equity release or pensions? We can help you navigate these complexities, offering impartial advice drawn from the market. Our independence means our only focus is on finding the best solutions for you.
We provide advice on a wide range of topics, including ISAs, investment bonds, Inheritance Tax planning, and protection of your family. Whether you’re planning to retire, sell a business, or protect your family’s future, we can help you find a clear and productive path forward.
Visualising your future with cashflow modelling
Have you ever wondered how your finances will evolve over time? Our cashflow modelling brings your financial future to life. This powerful tool helps you understand your current situation and how small adjustments can lead to meaningful results.
It’s not just about numbers; it’s about sparking conversations around your priorities, dreams, and even those “what if?” scenarios. Together, we identify risks like market downturns, illness, or unexpected life changes and ensure your plan is robust enough to handle them.
Collaboration for comprehensive financial planning
We believe true success requires teamwork. That’s why we often liaise with your other advisers, such as accountants or solicitors, to provide a seamless and coordinated approach to your finances.
From navigating changing legislation to adapting to new opportunities, our shared goal is always the same—to ensure any plan remains both relevant and effective as your life evolves.
Ongoing reviews to keep you on track
Your financial plan isn’t static, and neither is life. That’s why regular reviews are at the heart of our service. We’ll revisit your plan annually, if not more often, to reflect changes in your circumstances or the wider financial landscape. By keeping everything aligned with your goals, we ensure your financial future remains secure and on course.
Our Blog
Should I remortgage now?
Expert tips to help you decide if the time is right to save money or secure a better deal Deciding whether to remortgage your home
Understanding a Mortgage in Principle
How to significantly enhance your property-buying experience Purchasing a home is one of life’s major milestones, and understanding your financial position before your search begins
Navigating your property journey
What to consider when preparing for your next move Selling your home and preparing for your next move can sometimes feel daunting, whether it’s your
Start your journey today
Are you prepared to take the first step? At Burlington Financial, we’re here to empower you to make informed decisions by offering independent financial advice at every stage of life. Why not arrange an initial, no-obligation conversation with us?
Our friendly team is ready to help you build a confident and fulfilling financial future. Your goals are our priority.
