Burlington Wealth Management

 

I'm George Ttouli, the Principal of Burlington Wealth Management Ltd, based in Highfield Road, opposite the Sainsbury's Superstore in Green Lanes.

 

I am an experienced and highly qualified financial adviser, who has worked for over 25 years helping people with their personal and business planning. Since 2004 I have been part of the St James's Wealth Management partnership. This provides me with access to top quality research and information tools, compliance and other support services, freeing up more of my time to focus on my clients.

 

Burlington Wealth Management works with people from all backgrounds, from those starting out in their careers, to high net worth individuals, at all stages of people's lives. Whatever your circumstances we can create a financial solution tailored to the specific needs of you, your family and your business.

 

Time is money and we live in a fast moving world, which leaves little time to manage our finances as effectively as we would like, so our focus is on simplicity and security. Many of our clients have been with us for decades and we find it very worthwhile working with different generations of the same family.

 

Investments


Investment advice for income and growth, including reviews of your existing investments.

 

Inheritance Tax Planning


Advice on how to mitigate inheritance tax, which is an issue facing many homeowners in the local area

 

Trustee Investment Advice


Advice for all trustees for investment of trust funds

 

Planning for Retirement


All types of pension advice. I can evaluate your existing pensions, including frozen schemes and preserved pensions from previpus employers. I can create a strategy for you to have a target level of income at retirement.

 

Long Term Care


We are an accredited long term care adviser and can you halep you to plan for this eventuall, should the need arise.

 

Insurance Protection


Insurance protection, including life cover, critical illness cover, protection of income during disability, buildings and contents.

 

Advice for Businesses


Employee benefits including pensions, insurance, income protection and protection for key employees.

 

 

 

On our website you can meet the team and find helpful advice on a host of financial planning issues, as well as a range of useful calculation tools to help you to get a better understanding of your financial circumstances.

 

Please get in touch for a free, no obligation consultation.

 

Address

  • Street: The Corner Shop, 6 Highfield Road, Winchmore Hill
  • Postcode: N21 3HA
  • City: London
  • Country: United Kingdom

Contact

  • Telephone: 020 8882 6688
  • E-Mail: This email address is being protected from spambots. You need JavaScript enabled to view it.

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