Our Team
Senior Management
Financial Planners
Mortgage Advisers
Client Service Support
MANAGING DIRECTOR
Mandeep Panesar
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.
DIRECTOR / MONEY LAUNDERING REPORTING OFFICER
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 specialising 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. Gary has existing clients at the following law firms; Denton Wilde Sapte, Hogan Lovells, Watson Farley Williams, Dechert’s as well as others.
BUSINESS DEVELOPMENT DIRECTOR
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.
COMPLIANCE OVERSIGHT MANAGER / T&C OFFICER
John Groves
John Groves is a seasoned financial services professional who has experience spanning compliance oversight, financial advice, and team leadership. Currently serving as SMF16 Compliance Oversight and T&C Manager at Burlington Associates Ltd, John plays a pivotal role in shaping regulatory strategy, mentoring advisers, and championing Consumer Duty across the firm. He leads the team of advisers, ensuring high standards of ethical conduct, FCA compliance, and client service excellence.
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
MORTGAGE ADVISER
Phil Trew
Phil is part of the Mortgage Team at Burlington and has been involved in the Financial Services Industry for over 30 years, having gained 20 years of experience with the Prudential as a Financial/Mortgage adviser. For the past 10 years, he has specialised in mortgage advice and has the full Financial Planning Certificate and Mortgage Advice Qualification.
MORTGAGE ADVISER
Tom O'Neill
Tom O'Neill is a fully qualified Independent Mortgage Adviser (CeMAP) with a strong foundation in the industry, having followed in the footsteps of his father. He began his career assisting with development loans and bridging finance, before expanding into a broad range of mortgage advice across multiple estate agencies as an in-house adviser.
SENIOR CLIENT SERVICE SUPPORT
Lisa De Nobrega
Lisa joined Burlington Associates Limited at the very beginning and provides first-class administration support to several of our advisers. She also takes administrative responsibilities for our Fees and Commission’s department.
CLIENT REVIEW SUPPORT
Roselle Donegan
Roselle has been with Burlington Associates since 2021 and has been tasked with the responsibility of managing our ongoing client review service ever since. This role involves the collation of client information and subsequently producing our annual review packs in readiness for presentation by our advisers. This work utilises Roselle’s numeracy and literacy skills as well as her attention to detail.
PARAPLANNER/CLIENT SERVICE SUPPORT
Eugenie Petrova
Eugenie has been working within the financial services profession since 2000 with international experience across wealth management, private banking, and corporate finance. She is currently progressing toward the Diploma in Financial Planning with the Chartered Insurance Institute, having completed R01, R02, and R05, and is preparing for R03.
Our Services
Wealth Management
Mortgages
Corporate Services