Our Senior Management
Our team consists of Mandeep Panesar, Daniel Shayler, Kam Bajwa, John Groves and Gary Lucas.
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.
Our Team
Financial Planners
Mortgage Advisers
Client Service Support