Burlington Financial

Burlington Financial is an independent financial advice firm with offices in Bridlington, East Yorkshire, and Scarborough, North Yorkshire. It helps individuals and families make informed financial decisions through a holistic approach that considers their circumstances, priorities and long-term goals. The firm begins with a no-charge, no-obligation meeting and develops tailored strategies, supported by cashflow modelling and regular reviews to adapt plans as life changes. Its advisers can coordinate with clients’ accountants and solicitors to support joined-up financial planning.

Burlington Financial advises on mortgages, including first-time purchases, home moves, remortgaging and buy-to-let, as well as mortgage calculations and product comparisons. Its protection services cover life assurance, critical illness, income and mortgage payment protection, and business protection. The firm also provides guidance on equity release, lifetime mortgages, home reversion, drawdown schemes and interest-only mortgages. Pensions and investments include investment management, ISAs, investment bonds, retirement planning and Inheritance Tax planning. With independent advice across these areas, Burlington Financial aims to help clients protect their families, plan for retirement and pursue a more confident financial future.