Our Financial Planners
Our team consists of Gary Lucas, Daniel Shayler, Balvinder Sohi, Kam Bajwa, Adam Ellerton and Darren Thomson
Client Experience & Journey Improvement Manager | Independent Financial Planner
Gary Lucas
Gary is a founding member of Burlington Associates and has advised private and corporate clients since 1994. A Chartered Insurance Institute qualified adviser, he combines broad financial planning expertise with particular strength in pensions and retirement planning.
He works with senior professionals, business owners and companies, advising on retirement income, pension transfers, SIPPs, Family Pension Trusts, employee benefits and corporate protection. His longstanding work with partners and senior professionals at leading UK law firms gives him a detailed understanding of complex personal and professional financial needs.
After more than two decades as a Burlington Director, Gary became Senior Financial Adviser and Client Experience & Journey Improvement Manager in July 2026. Alongside advising clients, he leads work to improve service quality, communications and the end-to-end client journey.
Business Development Director | Chartered Financial Planner
Daniel Shayler
Daniel is a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner. Since joining Burlington in 2007, he has played an important role in the firm’s growth and was appointed Business Development Director to support the business and its advisers in delivering good client outcomes.
He specialises in lifetime cashflow forecasting and holistic financial planning for high-net-worth individuals, including investment bankers, legal professionals and entrepreneurs. His advanced qualifications span pensions, investments, trusts, taxation and financial planning.
Daniel’s approach helps clients understand where they are today, define what they want from the future and put in place a plan for their wealth and legacy. He is equally passionate about maintaining a healthy balance between career, family, friendships and personal wellbeing.
Independent Financial Planner
Balvinder Sohi
Balvinder has provided independent, fee-based financial planning advice to private and corporate clients since 2006. He has built long-standing relationships through trust, integrity and advice centred on each client’s objectives.
After completing a degree in Economics and a Master’s degree in Business Finance at Brunel University, Balvinder began his career in NatWest’s Wealth Management division. He later moved into independent advice and joined Burlington in 2010.
Balvinder helps clients create robust long-term plans that bring clarity and confidence to retirement, wealth preservation, family support and other complex financial decisions. He also has extensive experience advising corporate clients and employees at every level. He has completed a number of advanced qualifications and continues to work towards Chartered Financial Planner status.
Diversity & Inclusion Director | Independent Financial Planner
Kam Bajwa
Kam graduated in Law in 1995 and practised Family and Criminal Law before moving into financial services. She then spent seven years with Legal & General as a Business Development Manager, supporting financial advisers across Oxfordshire and the surrounding area.
In 2007, Kam established her own independent financial advice business and built a loyal client base, largely through personal referrals. She joined Burlington in 2012 and specialises in investment planning, retirement planning and tax-efficient wealth management.
Kam holds the Diploma in Financial Services and advanced qualifications in taxation and trusts, pension income options and investment planning. She is working towards Chartered status and was appointed a Burlington Director in July 2026.
Independent Financial Planner
Adam Ellerton
Adam joined Burlington in 2013 and helps clients make informed decisions through clear, practical and personalised financial planning. His analytical background and natural curiosity are matched by a strong focus on relationships and client care.
After completing a Master’s degree in Chemistry at the University of Warwick, Adam began his career in risk management at a global trading firm. He later moved into financial planning, where he could apply his analytical skills while working directly with individuals and families.
Adam holds the Diploma in Regulated Financial Planning and is working towards Chartered status. He believes effective planning starts by understanding the person behind the finances. This approach has led to many introductions from clients, their families and professional contacts.
Independent Financial Planner
Darren Thomson
Darren is a qualified Independent Financial Adviser who helps clients and their families build long-term financial security through clear, practical planning. He is passionate about making complex decisions easier to understand so clients can act with confidence.
Before becoming an adviser, Darren worked in personal and business banking. He also holds a 2:1 degree in Business and Finance from Birmingham City University, giving him a broad practical and academic grounding.
Since joining Burlington in 2021, Darren has focused on building lasting relationships and creating plans aligned with each client’s goals, values and circumstances. Known for his attention to detail and clear communication, he is also working towards Chartered Financial Planner status.
Our Team
Senior Management
Mortgage Advisers
Client Service Support