Senior Management

Mandeep Panesar – Managing Director

Mandeep has been working in Financial Services since 1995 the vast majority of this has been owning, running and managing IFA businesses in Senior Management/Directorial roles. Academically Mandeep has an Accounting & Finance Degree (and as such is a Part Qualified Accountant) and also a Masters Degree in Business Finance. He became the Managing Director of Burlington in November 2010 but has worked with the business, initially in a consulting capacity since inception in 2003. Mandeep is motivated by ensuring that the business is one that clients value dealing with and that staff feel good working for. Read More

Mandeep has been involved with Financial Planning for the last 17 years, where he took on this first role as Financial Planner within a large UK Insurance company. “Believing in the methodology and process of financial planning appealed to my academic grounding and analytical nature but I quickly becoming disenchanted by only having the ability to recommend the products of one company.” So he decided, with a senior colleague, to set up their own Independent Financial Advisory (IFA) business which followed the principles they believed in and now with the added advantage of an unrestricted product range. This company grew to become a larger concern and was subsequently acquired by a larger IFA firm (considered in the Top 15 in the UK by size at that time) that was looking to float on the Alternative Investment Market (AIM). The company being acquired, Mandeep was selected to be on the board of the purchasing IFA firm – within one year he was promoted to the Main Parent Company board, as Operations & IT Director, which had various subsidiary companies, which the IFA was one.

After this role Mandeep began to work for the financial backers (Private Equity / Venture Capitalists) to the aforementioned large IFA and assisted them running their varied businesses, (some Financial Services and some not). He was then approached by some of those that had set up Burlington, as they had experience of working with him, and asked if he would assist them with the operational side of their newly formed business. This role was flexible and extended from 2 days a week to 4 days a week latterly towards the end of his contract with the financial backers. In October 2007 Mandeep was out of contract from the backers and was offered the prospect of full-time work for Burlington. Initially he took the role of Operations Manager and in Nov 2010 Mandeep took the role of Managing Director.

Outside work Mandeep has a particular interest in music (generally collecting rare 12 Inch Vinyl from the 80’s & 90’s), Technology (having been involved with PC’s and Computing since 1984!), Keeping fit mostly through running, Travelling across the Globe (not running!) and where possible, spending as much time with his immediate and large extended family. He has been actively involved in the Charity and Voluntary Sector for the last decade and has been a Trustee/Board Member for a significant portion of that time. Mandeep prides himself on his professionalism in and out of work and with attention to detail and a proven ability for commercial enterprise he feels suitably positioned to steer Burlington now and in the future.

Gary Lucas – Director / Anti-Money Laundering Officer

Gary is a founding member of the business and has been in this role since inception – more information can be seen about Gary in the Advisers section as he continues to advise private & corporate clients. Click Here to read more

Jonathan Doré – Compliance Oversight Manager

Jonathan cut his teeth in financial services in the late 90’s when he joined the Sun Life Financial of Canada UK sales force, which positioned him well to establish his own IFA firm and freelance Para planning company. Having switched his focus from advising to Training & Competence support, he joined New Leaf Distribution completing various roles and left that company as the IFA Compliance Director, prior to becoming the new Compliance Oversight Manager at Burlington Associates. Read More

At Burlington Jonathan enjoys a varied role within the Senior Management Team, with the priority being to assist the Business, Advisers and Clients with any issues that have a regulatory impact. This includes carrying out the day to day Compliance function, risk management and oversight of the Training and Competence scheme. This role also extends to assisting the business with other operational issues and supporting the Directors in the smooth running of the business.