Our Financial Planners
Our team consists of Gary Lucas, Daniel Shayler, Balvinder Sohi, Kam Bajwa, Adam Ellerton, Darren Thomson and Steve McNamara
INDEPENDENT FINANCIAL PLANNER
Gary Lucas
Gary Lucas is a founding member of Burlington Associates, having helped establish the business in May 2003. He has advised private and corporate clients since 1994 and is a Chartered Insurance Institute qualified adviser with specialist expertise in pensions and retirement planning. Gary works with senior professionals (in the magic and silver circle mainly), business owners and companies, helping them navigate complex financial planning and employee benefit decisions with confidence.
A recognised specialist in his field, Gary has contributed to industry publications, including Citywire, and is known for combining technical pension expertise with practical, commercially focused advice. He advises across all areas of financial planning, with particular expertise in retirement income strategies, pension transfers, Self-Invested Personal Pensions (SIPPs), Family Pension Trusts and complex pension planning arrangements. His client base includes partners and senior professionals within many of the UK's leading law firms, giving him a deep understanding of the financial priorities and aspirations of high-achieving individuals. Gary also has extensive experience advising businesses on tax-efficient remuneration structures, employee benefit schemes, key person planning and corporate protection strategies.
DIRECTOR / INDEPENDENT FINANCIAL PLANNER
Daniel Shayler
Daniel is a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner with many years of experience in the financial services industry. Since joining Burlington Associates in 2007, he has become a cornerstone of the firm’s growth and client success. His most rewarding career milestone was being appointed Business Development Director—a role that allows him to support both the company and its advisers in delivering exceptional financial outcomes.
INDEPENDENT FINANCIAL PLANNER
Balvinder Sohi
Balvinder has been providing impartial Fee-Based Financial Planning advice both in the private client and corporate arena since 2006. 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.
DIRECTOR / 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.
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.
INDEPENDENT FINANCIAL PLANNER
Our Team
Senior Management
Mortgage Advisers
Client Service Support