Our Senior Management
Our team consists of Mandeep Panesar, Daniel Shayler, Kam Bajwa, John Groves and Gary Lucas.
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.
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.
DIVERSITY & INCLUSION DIRECTOR
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.
COMPLIANCE OVERSIGHT MANAGER / T&C
MONEY LAUNDERING REPORTING 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.
CLIENT EXPERIENCE & JOURNEY IMPROVEMENT MANAGER (FROM JULY 2026)
Gary Lucas
Gary Lucas is a founding member of Burlington Associates, having helped establish the business in May 2003. He has advised private and corporate clients since 1994 and is a Chartered Insurance Institute qualified adviser with specialist expertise in pensions and retirement planning. Gary works with senior professionals (in the magic and silver circle mainly), business owners and companies, helping them navigate complex financial planning and employee benefit decisions with confidence.
A recognised specialist in his field, Gary has contributed to industry publications, including Citywire, and is known for combining technical pension expertise with practical, commercially focused advice. He advises across all areas of financial planning, with particular expertise in retirement income strategies, pension transfers, Self-Invested Personal Pensions (SIPPs), Family Pension Trusts and complex pension planning arrangements. His client base includes partners and senior professionals within many of the UK's leading law firms, giving him a deep understanding of the financial priorities and aspirations of high-achieving individuals. Gary also has extensive experience advising businesses on tax-efficient remuneration structures, employee benefit schemes, key person planning and corporate protection strategies.
Our Team
Financial Planners
Mortgage Advisers
Client Service Support