Our Team
Senior Management
Financial Planners
Mortgage Advisers
Client Service Support
Managing Director
Mandeep Panesar
Mandeep has worked in financial services since 1995, with a career spanning financial planning, business ownership, operations, technology and board-level leadership. He holds a degree in Accounting & Finance and a Master’s degree in Business Finance.
After beginning his career as a fee-based Financial Planner with a major UK insurer, Mandeep co-founded an independent financial advice business. Following its acquisition by a leading IFA group, he joined the board of the acquiring firm and was later appointed Operations & IT Director of its parent company.
Mandeep supported Burlington from its inception in 2003, initially as a consultant, before joining full-time as Operations Manager in 2007. Appointed Managing Director in November 2010, he now combines strategic leadership, commercial insight and operational expertise to guide the firm’s development while maintaining high professional standards and a clear focus on good client outcomes.
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.
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.
Compliance Oversight Manager (SMF16) | MLRO (SMF17) | T&C Officer
John Groves
John is an experienced financial services professional whose career spans retail banking, pensions, wealth management, financial planning and regulatory oversight. His previous roles include positions with HSBC, St. James’s Place, NatWest, Halifax, the Royal National Pension Fund for Nurses and Chase de Vere.
h Before moving into compliance leadership, John advised high-net-worth clients and medical professionals, with particular expertise in the NHS Pension Scheme. He also supported the onboarding, supervision and development of advisers through structured competency frameworks.
At Burlington, John oversees regulatory compliance, adviser development, Consumer Duty and the firm’s systems and controls. He serves as SMF16 and, from July 2026, SMF17, leading the firm’s anti-money laundering and financial crime framework. He holds the Diploma in Financial Planning and is known for a practical, commercially aware approach to risk and governance.
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.
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.
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.
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.
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.
Mortgage Adviser
Phil Trew
Phil is one of Burlington’s most experienced advisers, having worked in financial services since the late 1970s. Approaching five decades in the profession, he has built a reputation for thoughtful, knowledgeable and highly personal advice.
He spent 20 years with Prudential as a Financial and Mortgage Adviser before joining Burlington, where he has specialised in mortgage advice for more than two decades. He holds the Financial Planning Certificate and Mortgage Advice Qualification.
Phil’s experience spans many economic cycles, interest-rate environments and housing markets. His calm, practical approach helps clients understand their options and make confident decisions. Many have remained with him for years and introduced friends and family — a reflection of the trust built over a remarkable career.
Mortgage Adviser
Tom O'Neill
Tom is a fully qualified Independent Mortgage Adviser (CeMAP) who helps clients navigate one of life’s biggest financial decisions with clarity and confidence. He combines technical knowledge with a personable, clientfirst approach.
Following his father into financial services, Tom began in specialist lending, supporting development finance and bridging cases. He later broadened his experience across residential and buy-to-let mortgages in familyrun firms and national organisations, including Countrywide Mortgage Services.
Tom advises first-time buyers, home movers, property investors and clients with more complex borrowing needs. He places clear communication at the centre of every case and is studying towards the R0 qualifications, with the longer-term aim of becoming a fully qualified Financial 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.
CLIENT SERVICE SUPPORT
Manraj Rai
Bio to be uploaded soon.
Our Services
Wealth Management
Mortgages
Corporate Services