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; adjusting portfolios tactically; selecting investments carefully; exercising sound judgement; and minimising costs and taxes.
Lipman Burgon adheres to all industry training requirements as per our Training Policy.