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.
Six principles underpin our philosophy: providing tailored solutions; allocating assets strategically; targeting identifiable return premiums; optimising after tax returns, managing behavioural biases and strong governance and alignment.
Lipman Burgon adheres to all industry training requirements as per our Training Policy.
In addition to the material in our Financial Services Guide above, we also provide our Complaints Policy.