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.

Wealth Strategy Playbook

Increased access to private assets and alternative strategies presents a paradigm shift for Investors. We outline ten principles that private investors, family offices and for-purpose organisations can employ to exploit this new opportunity set.

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.
In addition to the material in our Financial Services Guide above, we also provide our Complaints Policy