Burlington Wealth Management Ltd

Managing your wealth should be simple. That's why we're making it personal here at Burlington Wealth Management. Burlington Wealth Management Ltd is built on a solid foundation of both sound initial financial advice and ongoing advice. George Ttouli and his team are committed to professionalism and thrive on helping people. George Ttouli, holds APFS Chartered Financial Planning qualification and is also a member of The Society of Later Life Advisers qualified financial planning advice to older clients. Burlington Wealth Management Ltd was formed in 2004 and since we have become a Senior Partner Practice of St. James's Place. We understand our primary concern is to protect our clients' money. After that we will work with you and help you to invest for the highest potential growth in line with your attitude to risk. We consider the tax consequences of all the advice given. We will provide you with ongoing advice as your situation changes throughout the years. We are an office based team offering a full advice service. This includes authorised financial advisers and a mortgage and protection adviser. We are supported by the members of our administration team. Burlington Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more. details of which are set out on the group's website www. sjp. co. uk /product The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 24 /02 /2023
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Keywords: investment management