Our Financial Planners
Our team consists of Daniel Shayler, Gary Lucas, Balvinder Sohi, Kam Bajwa, Adam Ellerton, Darren Thomson and Steve McNamara
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.
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.
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.
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