About us

Where your financial wellbeing takes centre stage

Welcome to Burlington Financial, where your financial wellbeing is at the forefront

With offices in Bridlington, East Yorkshire, and Scarborough, North Yorkshire, we pride ourselves as independent financial advisers in offering bespoke advice tailored to your unique needs and circumstances.

We believe that financial planning is not a one-size-fits-all process. Everyone’s financial situation is unique, and that’s why our approach is as individual as you are. We take the time to understand your aspirations, and with our guidance, we aim to turn your financial goals into reality.

A holistic approach to financial planning

Have you ever considered how every aspect of your life impacts your financial decisions? At Burlington Financial, we adopt a holistic approach, carefully considering the full picture of your personal circumstances and financial situation. This allows us to develop tailored strategies designed to prioritise what truly matters to you.

We understand the financial world can often seem daunting. But it doesn’t have to be. Our team specialises in simplifying complex matters through thoughtful life planning and personalised consultation, helping you to approach your future with confidence and clarity.

Building long-term relationships

At the heart of Burlington Financial is our commitment to building meaningful, long-term relationships with you. We value understanding, knowledge, and progress, all of which are key to creating strategies that support your financial success over time.

Our proactive and professional team is dedicated to placing your interests first. By working together, we aim to create financial solutions that evolve with you, ensuring that progress remains the backbone of your plan.

A service designed for you

Flexibility is a key part of our approach. Would you prefer to meet in Bridlington, Scarborough, or a location that suits you better? No problem. Our team is happy to meet you at a day, time, and place convenient for you. With no obligation attached, we’re here to help, whether you’re just beginning to explore financial planning or seeking guidance on complex matters.

Ready to start your journey today?

Would you like to discover how our holistic, independent financial advice approach to financial planning sets us apart? Contact us today to arrange your initial no-obligation consultation at our expense and take the first step towards achieving the financial freedom you deserve.

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