Our Financial Planners
Our team consists of Ian Chapman, Balvinder Sohi, Kam Bajwa, Adam Ellerton, Gary Lucas, Daniel Shayler, and Sundeep Hothi.
INDEPENDENT FINANCIAL PLANNER
Ian Chapman
Ian has 29 years experience of advising private clients. The first 15 were spent with Lloyds Private Banking working with their High Net Worth clients, and the last 14 have been as an adviser/planner, delivering a quality service to approximately 100 individuals, mostly from the Finance and Legal profession.
INDEPENDENT FINANCIAL PLANNER
Balvinder Sohi
Balvinder has over 10 years of experience in providing impartial Fee-Based Financial Planning advice both in the private client and corporate arena. His client-centric approach has allowed him to attain the privilege of being regarded as a “trusted adviser” for many of his clients over this period.
INDEPENDENT FINANCIAL PLANNER
Kam Bajwa
Kam graduated in law in 1995 and practiced in Family and Criminal law prior to entering Financial Services. Kam was a Business Development Manager at Legal & General for 7 years which involved looking after a panel of Financial Advisers, predominantly in Oxfordshire. In 2007 Kam left Legal & General to set up her own Company as an Independent Financial Advisor. In the main, she dealt with Pensions and Investments and built up a loyal client base based on referrals.
Email — LinkedIn
INDEPENDENT FINANCIAL PLANNER
Adam Ellerton
Holding a Post-Graduate (Masters) Degree in Chemistry from Warwick, Adam was keen to develop a career in Financial Services. He began his career working in risk at a Global trading firm and over time has moved to a client-facing role as an Independent Financial Advisor/Planner. Adam holds a Diploma in Regulated Financial Services and is working towards a number of advanced qualifications, as he has set his sight on becoming Chartered.
DIRECTOR / INDEPENDENT FINANCIAL PLANNER
Gary Lucas
Gary has been advising individuals and corporate entities since leaving University in 1994. He holds the Chartered Insurance Institute G60 Pension qualification and prides himself as specializing in Pension needs when his general Financial planning expertise is not required. Gary’s individual clients are mainly Partners of the magic/silver circle of law firms and as such has gained a comprehensive understanding of the financial needs and desires of such individuals.
DIRECTOR / INDEPENDENT FINANCIAL PLANNER
Daniel Shayler
Daniel joined Burlington Associates in 2007 and is a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner. His most rewarding career moment to date is being made Business Development Director to support the company and advisers. His goal is to support the growth of Burlington Associates so we can help as many people as possible.
INDEPENDENT FINANCIAL PLANNER
Sundeep Hothi
Sundeep graduated from Loughborough University in 2017 with a degree in Chemistry. He began his career in financial services at an Independent Financial Advice Firm prior to joining Burlington in October 2018. He is diploma qualified and is currently working towards Chartered status.
Our Team
Senior Management
Mortgage Advisers
Client Service Support