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.
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 specializing in Pension needs when his general Financial planning expertise is not required.
BUSINESS DEVELOPMENT DIRECTOR
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.
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.
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 is the most recent addition to Burlington Associates and has been tasked with the responsibility of managing our ongoing client review service. This role involves the collation of client information and subsequently producing our annual review packs in readiness for presentation by our advisers. This work utilizes Roselle’s numeracy and literacy skills as well as her attention to detail.
PARAPLANNER/CLIENT REVIEW SUPPORT
Eugenie Petrova
Eugenie Petrova is a dedicated financial services professional based in North London, currently working toward her Diploma in Financial Planning with the Chartered Insurance Institute. She has passed R01, R02, and R05, and is preparing for R03.
Our Services
Wealth Management
Mortgages
Corporate Services