Documents
Client Agreement
This agreement sets out the terms under which our services are to be provided, including details of the specific services and a summary of our charges for those services.
Mortgage Client Agreement
This agreement sets out the terms under which our services are to be provided, including details of the specific services and a summary of our charges for those services.
Comprehensive Financial Plan
View an example plan for one of our clients. In this case, Lifetime Cash Flow & Investment / Retirement Modules For Mr. Charles Smith.
Foundation Financial Plan
View an example plan for one of our clients whom we’ve had the privilege of advising for. In this case, Mr. Michael & Mrs. Jane Burlington
Privacy Notice
This privacy notice covers Burlington Associates Limited and Burlington Mortgages. This privacy notice explains how we use any personal information we collect about you.
Privacy Notice for Job Applicants
In accordance with the General Data Protection Regulation (GDPR), we have implemented this privacy notice to inform you, as prospective employees of our Company, of the types of data we process about you.