Learn more about our services and investment approach.

Financial Services Guide

Our Financial Services Guide provides more detail about engaging with Lipman Burgon & Partners. It includes information about who we are, the services and products we offer, how we are remunerated, how your privacy will be protected, how complaints will be resolved and how we can be contacted.

Investment Philosophy

Six principles underpin our philosophy: providing tailored solutions; allocating assets strategically; adjusting portfolios tactically; selecting investments carefully; exercising sound judgement; and minimising costs and taxes.

The information provided on this website is general in nature and does not take into account your personal circumstances, needs, objectives or financial situation. This information does not constitute financial advice. Before acting on any information on this website, you should consider its appropriateness in relation to your personal situation. This site does not collect information without your consent in line with our Privacy Policy.
Lipman Burgon adheres to all industry training requirements as per our Training Policy.