Independent Financial Advisers

Financial planning built on trust, expertise and lasting relationships

We help individuals and businesses across Worcestershire, Warwickshire and the Midlands achieve financial freedom through sound, proven financial planning.

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37+
Years providing dependable financial advice to clients across the Midlands
100+
Years combined industry experience across our team
FCA
Authorised and regulated by the Financial Conduct Authority
FCA Regulated (No. 186419)
Established over 37 years
Family-run practice
Fully independent advice
Your Financial Partners

A relationship-first approach to financial planning

The relationship we have with our clients is at the heart of our business. All of our advice is provided clearly and concisely, taking the time to ensure you feel fully informed and confident at every stage.

Our financial solutions are built in partnership with our clients and we pride ourselves on cultivating long term relationships built on mutual trust and respect.

Independent Advice

As Independent Financial Advisers we can provide advice in all areas of regulated financial planning to individuals and businesses.

Industry Expertise

Our team have over 100 years financial services industry experience and have worked together in various positions for almost a decade.

Long Term Approach

We regularly monitor and review your circumstances to ensure that any planning remains right for your needs and objectives today, and for the future.

What We Do

Comprehensive financial planning services

We advise on all areas of regulated financial planning to individuals and businesses.

01

Investment Planning

Quality, tailored investment planning advice based on your circumstances, your objectives and your assessed risk profiling.

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02

Pension & Retirement Planning

Covering both the accumulation stage when building pension wealth and crucially the decumulation stage at retirement.

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03

Inheritance Tax & Estates Planning

Preserving wealth for future generations with extensive IHT planning solutions tailored to your needs and circumstances.

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Insights

Articles and fact sheets on planning and the economy

Short, readable summaries — many with a PDF to download — on topics that affect your financial plans.

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37+
Years of trusted advice
Our Story

A family business built on generations of trust

Burlington Financial Solutions is a family business run by father and son, Alan Danks and Chris Fulton-Danks. Alan has been providing dependable financial advice to clients for over 37 years, supporting them through various stages of life.

Chris is a Chartered Member of the Chartered Institute for Securities & Investments with over 10 years industry experience. Together, they ensure continuity and a progressive outlook for the practice.

"We genuinely care about our clients and feel a great sense of responsibility to provide sound and reliable financial advice for generations."

Alan Danks & Chris Fulton-Danks, Burlington Financial Solutions
Meet Our Team

Ready to take control of your financial future?

Visit our dedicated contact page to send an enquiry and an adviser will be in touch directly to discuss how we can help you achieve your goals.

Contact Us Call 07542 647 868