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https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/f833d35a-a774-4cd3-b513-8e9914e656da/R48b5743260bc51e9426da816ca6bb165+%282%29+%289%29.jpg Home New (Test) https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/488bc124-6021-48c5-9621-9fe51f18f204/R48b5743260bc51e9426da816ca6bb165+%282%29+%284%29.jpg Home New (Test) https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/86afa2f3-6079-480e-8a8a-57269acbab13/R48b5743260bc51e9426da816ca6bb165+%282%29+%286%29.jpg Home New (Test) https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/a8b5ac9f-591a-4aaa-b60c-f236c37b6269/R48b5743260bc51e9426da816ca6bb165+%282%29+%2810%29.jpg Home New (Test) https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/a36c5148-ad3a-4f5b-a1bc-fab33f17ed6e/R48b5743260bc51e9426da816ca6bb165+%282%29+%2814%29+%282%29.jpg Home New (Test) https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/723c9f58-a004-42b7-bc10-99e7e9ea07ec/R48b5743260bc51e9426da816ca6bb165+%282%29+%285%29.jpg Home New (Test) https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944220147-6UJAK1H5IJ7HK6QWXYHG/How+we+collect+your+data Home New (Test) https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944220150-J3WZSZ64VGLJIRKXI1H0/Why+we+collect+your+data Home New (Test) https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944220153-RVN5O3Q4IPBI1603ES8N/Know+your+rights Home New (Test) https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944220156-WTKAR6G0T6W4ZJAUPI0E/When+we%27ll+share+your+data Home New (Test) https://www.burlingtonfs.com/forms daily 0.75 2026-10-19 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619770810640-0EBYV6IDL15ZXWCJHSSW/Client+Agreement Forms https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619770810640-0EBYV6IDL15ZXWCJHSSW/Client+Agreement Forms https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619770810640-0EBYV6IDL15ZXWCJHSSW/Client+Agreement Forms https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619770810640-0EBYV6IDL15ZXWCJHSSW/Client+Agreement Forms https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619770810640-0EBYV6IDL15ZXWCJHSSW/Client+Agreement Forms https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619770810640-0EBYV6IDL15ZXWCJHSSW/Client+Agreement Forms https://www.burlingtonfs.com/our-team daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/898cf470-cc04-4288-922a-c7873fad01cb/New+Project+%282%29.jpg Our Team (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/aec99479-b96d-4cc4-81a4-2ba494c783a3/New+Project+%2820%29.jpg Our Team (TEST OCTOBER 2026) Wealth Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/d26fbc2c-e396-4b60-a0f8-c4110ed8e95e/New+Project+%282%29.jpg Our Team (TEST OCTOBER 2026) Financial Planners https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/ba1fc0fa-0d93-403d-80df-0984a8ed3d40/New+Project+%2821%29.jpg Our Team (TEST OCTOBER 2026) Mortgages https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/012c69c1-c14f-4094-98db-10634cae0e6b/New+Project+%288%29.png Our Team (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/b8f1bec2-f1e7-4232-b4e9-5798a9da095b/computer-768696_1920.jpg Our Team (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/cb91dce4-7e6c-4df2-b627-507be69bd037/New+Project+%2819%29.jpg Our Team (TEST OCTOBER 2026) Corporate Services https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619431585198-75VH2KX04Z8AF7FPPGU5/Mandeep+Panesar Our Team (TEST OCTOBER 2026) - 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. Email — LinkedIn  https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619432053008-VIUE64JWIGPUIWUO1KUT/Daniel+Shayler Our Team (TEST OCTOBER 2026) - 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619433983691-C5CQJG9TX4R5XXD4CU35/Kam+Bajwa Our Team (TEST OCTOBER 2026) - 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/9878491d-fa0e-450a-b331-5e27a89030fa/John.jpg Our Team (TEST OCTOBER 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619431870820-NEVWN3A732LCLXALAG5U/Gary+Lucas Our Team (TEST OCTOBER 2026) - 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619434194261-LJO3YRY2JZEYR287VZGR/Balvinder+Sohi Our Team (TEST OCTOBER 2026) - 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619434044818-0E8UHT976D13RH7WGWQX/Adam+Ellerton Our Team (TEST OCTOBER 2026) - 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/8e2274f6-716c-4ecf-90a8-2783bd30bbd5/Darren.jpg Our Team (TEST OCTOBER 2026) - 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619431870820-NEVWN3A732LCLXALAG5U/Gary+Lucas Our Team (TEST OCTOBER 2026) - 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619432053008-VIUE64JWIGPUIWUO1KUT/Daniel+Shayler Our Team (TEST OCTOBER 2026) - 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1619433983691-C5CQJG9TX4R5XXD4CU35/Kam+Bajwa Our Team (TEST OCTOBER 2026) - 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/5e8ced11-0a42-4f34-bc17-95f01c3833f2/Phil%2BTrew.jpeg Our Team (TEST OCTOBER 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/be754b10-ed50-4baf-b8a3-f630da715e3f/Tom.jpg Our Team (TEST OCTOBER 2026) - 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. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/8cb47583-1d30-46a6-b343-5e6be0ef20b0/Lisa%2BDe%2BNobrega.webp Our Team (TEST OCTOBER 2026) - 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. https://www.burlingtonfs.com/financial-advisers daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944260269-FNMI2KJKV34VFW32VKS3/New+Project+%282%29.jpg Financial Advisers (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944260277-AR5BD4DASEKPGCVJZ8OK/New+Project+%288%29.png Financial Advisers (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/18e502c4-8ae3-4d69-942c-973f651ee3cf/computer-768696_1920.jpg Financial Advisers (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944273676-MMY66KNWV7NAW2JCXU1A/Gary+Lucas.jpg Financial Advisers (TEST OCTOBER 2026) - 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. ‍ ‍Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944273679-FLK5VON9JVQXS4GOS4TV/Daniel+Shayler.jpg Financial Advisers (TEST OCTOBER 2026) - 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. ‍ ‍Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944260249-IBO4A5X23BFMD34O3TTX/Balvinder+Sohi Financial Advisers (TEST OCTOBER 2026) - 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. ‍ ‍Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944260245-1H1WFT6139J3NBU8N9FX/Kam+Bajwa Financial Advisers (TEST OCTOBER 2026) - 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. ‍ ‍Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1617031811628-Q6EGX7HJCEWZUAF8HJWK/Adam+Ellerton Financial Advisers (TEST OCTOBER 2026) - 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. ‍ ‍Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/7c0b427d-852b-4a13-8a24-234c37696908/Darren.jpg Financial Advisers (TEST OCTOBER 2026) - 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. ‍ ‍Email — LinkedIn https://www.burlingtonfs.com/profile/john-groves daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944241093-4QIDT5TFBTYKA4UESCFM/New+Project+%282%29.jpg John Groves (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/291f202c-90d8-44e2-b57e-10b8d0a3457b/New+Project+%282%29.jpg John Groves (TEST OCTOBER 2026) Financial Planners https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944241104-X7XEMXQM3Z5BMPJJOGZT/New+Project+%288%29.png John Groves (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1d7af83b-83fd-4421-a9da-9a73094dcc7f/computer-768696_1920.jpg John Groves (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/13cd9b8f-5bf4-4c07-8f54-2fca9019f80c/John.jpg John Groves (TEST OCTOBER 2026) - JOINED BURLINGTON IN 2023 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. 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. Personal profile Outside work, you’ll usually find me… Walking Jasper, my dog, through the Kent countryside or providing a taxi service for my two young daughters. Something people may not know about me… I’m a qualified scuba diving instructor. Family life means I have not maintained the certification recently, but it is something I hope to revisit. My ideal weekend would be… Entertaining family and friends at home with good food, good conversation and a glass of red wine. Favourite film, book or podcast… My favourite film is Carlito’s Way. For podcasts, it is a close call between High Performance and The Good, The Bad & The Rugby. Best piece of advice I’ve ever received… “Try everything in life. You never truly fail; you simply learn.” What I enjoy most about my role… Building trusted relationships, understanding what matters to people and finding practical solutions that support advisers, colleagues and clients. https://www.burlingtonfs.com/profile/gary-lucas daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944203565-C1XRSQMKG1FWT86HYMO2/New+Project+%282%29.jpg Gary Lucas (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/9ee9c0cd-9099-492f-a3bf-3f57fa3221fe/New+Project+%282%29.jpg Gary Lucas (TEST OCTOBER 2026) Financial Planners https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944203588-K0V17YHJCN8HEVHSD45E/New+Project+%288%29.png Gary Lucas (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/4ec403c1-ac9f-4074-88d8-bad86f3c9d0c/computer-768696_1920.jpg Gary Lucas (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944203549-K0P47U0OBHTMMKX7KPLS/Gary+Lucas.jpg Gary Lucas (TEST OCTOBER 2026) - JOINED BURLINGTON IN 2003 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. Personal profile Outside work, you’ll usually find me… Playing golf or padel and making the most of opportunities to be active outdoors. Something people may not know about me… I’m an RYA Seamanship II Dinghy Instructor — so, if sailing is involved, feel free to call me Captain! My ideal weekend would be… Spending time with family and friends, enjoying the outdoors or tinkering with my classic car. Favourite film, book or podcast… Cocktail — the original — remains a firm favourite. Best piece of advice I’ve ever received… “"It wasn’t raining when Noah built the ark…” What I enjoy most about working with clients… Helping people achieve their goals and seeing the positive effect good financial planning can have on their lives and families. https://www.burlingtonfs.com/profile/kam-bajwa daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944250272-2A6DSQMYK3WQVRPBZJEV/New+Project+%282%29.jpg Kam Bajwa (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/25fc03a6-40cf-4283-8291-0d2fbbbad2dc/New+Project+%282%29.jpg Kam Bajwa (TEST OCTOBER 2026) Financial Planners https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944250258-P6EV0OQR4S9U0CKODY7O/New+Project+%288%29.png Kam Bajwa (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1261d747-1d11-42b4-bceb-291ab0a5089c/computer-768696_1920.jpg Kam Bajwa (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944250233-P3NO3SM6F1FPPBILXXJM/Kam+Bajwa.jpg Kam Bajwa (TEST OCTOBER 2026) - JOINED BURLINGTON IN 2012 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. Personal profile Outside work, you’ll usually find me… At the gym, out for a run, trying new recipes or discovering fitness, cooking and life-hack videos on TikTok. I have saved so many that a second career as a content creator may be calling! Something people may not know about me… I completed the London Marathon in under four hours — an experience that reinforced the value of discipline, consistency and preparation. My ideal weekend would be… Staying active, spending time with family and friends and enjoying great food. Add sunshine and a feel-good film or guilty-pleasure television, and that is close to perfect. Favourite film, book or podcast… My answer changes with the day, but Crazy, Stupid, Love is a favourite: funny, warm, charming and never too serious. Best piece of advice I’ve ever received… “Failing to prepare is preparing to fail.” A clear plan creates direction, confidence and a better chance of success. What I enjoy most about working with clients… Helping clients move from uncertainty to clarity and seeing the reassurance that comes from having a financial plan they understand and trust. https://www.burlingtonfs.com/profile/mandeep-panesar daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944198798-S9VXKER83ZRTZZALFP4W/New+Project+%282%29.jpg Mandeep Panesar (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/27c0097b-e89c-4984-b9eb-f6f31e18413d/New+Project+%282%29.jpg Mandeep Panesar (TEST OCTOBER 2026) Financial Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944198785-QNE3YJQ2XV05GL95QON5/New+Project+%288%29.png Mandeep Panesar (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/5024cd04-3cf7-411d-b156-b7f221de5ba8/computer-768696_1920.jpg Mandeep Panesar (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944198768-HMDXTOINL7QDJJYTXHAS/Mandeep+Panesar.jpg Mandeep Panesar (TEST OCTOBER 2026) - HELPED START THE BUSINESS IN 2003 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. Personal profile Outside work, you’ll usually find me… Spending time with family and friends, walking, travelling, exploring new technology or searching for rare vinyl records from the 1980s and 1990s. Something people may not know about me… I hosted my own FM radio show from the late 2000s into the mid-2010s and have served as a trustee and board member for a major charity My ideal weekend would be… A movie marathon, great food, time with family and friends, music on vinyl and a few long walks to balance it all out. Favourite film, book or podcast… My favourite film is Goodfellas, although I have also loved Korean and Japanese cinema since the early 2000s. I regularly listen to No Such Thing As A Fish and MrBallen: Strange, Dark & Mysterious Stories. Best piece of advice I’ve ever received… “If a job is worth doing, it is worth doing well — really well. Be the best you can be at it.” What I enjoy most about my role… We get to change the world one client at a time, because we care. https://www.burlingtonfs.com/profile/daniel-shayler daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944216636-6IG6G8G76GVQ13QDPOYX/New+Project+%282%29.jpg Daniel Shayler (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/6129bd25-2814-45ea-9704-b33db61535ed/New+Project+%282%29.jpg Daniel Shayler (TEST OCTOBER 2026) Financial Planners https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944216624-QUB9KU43HZP1ON9KUXY8/New+Project+%288%29.png Daniel Shayler (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/49b9359e-a0a0-4cba-a241-7e469597b917/computer-768696_1920.jpg Daniel Shayler (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944216609-IBKG8N6V5A38MP4JQQUY/Daniel+Shayler.jpg Daniel Shayler (TEST OCTOBER 2026) - JOINED BURLINGTON IN 2007 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. Personal profile Outside work, you’ll usually find me… Spending time with my family, keeping active at the gym, walking, listening to podcasts or tackling household DIY projects. Something people may not know about me… I enjoy cooking, although I occasionally get a little too creative and add one ingredient too many — much to my family’s frustration! My ideal weekend would be… Spending quality time with my wife, Joanna, whether relaxing at home, going for a walk or enjoying a good meal together. Favourite film, book or podcast… The Dune films, particularly Dune: Part Two. I also regularly listen to The News Agents. Best piece of advice I’ve ever received… “Action cures fear.” A close second is: “Happy wife, happy life!” What I enjoy most about working with clients… Building meaningful relationships, understanding what matters most to people and knowing our advice can make a genuine difference to their lives. https://www.burlingtonfs.com/profile/adam-ellerton daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944243924-WV7ZHQPJN37JDWP026LV/New+Project+%282%29.jpg Adam Ellerton (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/36417663-199f-4edf-8a80-95d86af7e5e8/New+Project+%282%29.jpg Adam Ellerton (TEST OCTOBER 2026) Financial Planners https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944243932-P64M30MCBTYDB4CE5ZSG/New+Project+%288%29.png Adam Ellerton (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/5305b69c-bde4-466f-b98d-146e3b2e474d/computer-768696_1920.jpg Adam Ellerton (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1617180815815-OFENVU4LL61AI4QK1QF6/Adam+Ellerton Adam Ellerton (TEST OCTOBER 2026) - JOINED BURLINGTON IN 2013 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. Personal profile Outside work, you’ll usually find me… Keeping active through sport, spending time with friends and family, attending networking events or supporting charitable initiatives. Something people may not know about me… My route into financial planning began in risk management at a global trading firm, where I developed analytical and problem-solving skills that still benefit clients today. My ideal weekend would be… A balance of time with family and friends, sport and discovering something new in business or technology. Favourite film, book or podcast… I tend to enjoy books and podcasts about technology, innovation, entrepreneurship and how ideas become successful businesses. Best piece of advice I’ve ever received… “Never stop learning.” What I enjoy most about working with clients… Building long-term relationships, understanding what really matters and helping people see that financial planning is about far more than products. https://www.burlingtonfs.com/profile/balvinder-sohi daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944263107-UNOHH90VVRPMI5259XFF/New+Project+%282%29.jpg Balvinder Sohi (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/5d099ff7-31f4-40b0-b7e5-c9d4aa6fb66c/New+Project+%282%29.jpg Balvinder Sohi (TEST OCTOBER 2026) Financial Planners https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944263117-IGI7XFA2SBZX2WV41O8K/New+Project+%288%29.png Balvinder Sohi (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/f647ae91-bb88-4496-8109-e4a089c3f4e1/computer-768696_1920.jpg Balvinder Sohi (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944263084-GPR1MS6ZAUPSRJVQFH3P/Balvinder+Sohi.jpg Balvinder Sohi (TEST OCTOBER 2026) - JOINED BURLINGTON IN 2010 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 Personal profile Outside work, you’ll usually find me… Working my second full-time job as chief supporter, coach and taxi driver to my two teenage sons, ferrying them between football and rugby. Otherwise, I am probably following Arsenal. Something people may not know about me… Despite being 6 ft 5 in tall, I have a genuine fear of heights! My ideal weekend would be… Watching Arsenal at the Emirates, followed by good food and a few drinks with family or friends — ideally at Permit Room on Portobello Road. Favourite film, book or podcast… Nudge by Richard Thaler and Cass Sunstein. Its insights into behavioural economics are highly relevant to helping clients make confident long-term decisions. Best piece of advice I’ve ever received… “Stay true to your principles, whatever challenges life puts in front of you.” What I enjoy most about working with clients… Helping clients answer: “What is all of this wealth actually for?” I enjoy turning uncertainty into a robust, meaningful plan that helps people use their resources with purpose. https://www.burlingtonfs.com/profile/darren-thomson daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944241093-4QIDT5TFBTYKA4UESCFM/New+Project+%282%29.jpg Darren Thomson (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/291f202c-90d8-44e2-b57e-10b8d0a3457b/New+Project+%282%29.jpg Darren Thomson (TEST OCTOBER 2026) Financial Planners https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944241104-X7XEMXQM3Z5BMPJJOGZT/New+Project+%288%29.png Darren Thomson (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1d7af83b-83fd-4421-a9da-9a73094dcc7f/computer-768696_1920.jpg Darren Thomson (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/bb0e7aac-f8fa-4c7f-9fec-406504991421/Darren.jpg Darren Thomson (TEST OCTOBER 2026) - JOINED BURLINGTON IN 2021 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. Personal profile Outside work, you’ll usually find me… Spending time with my two young children, supporting their activities or keeping active in the gym and out running. I completed my first marathon in 2026. Something people may not know about me… Before financial services, I was an aspiring actor. I studied Performing Arts and appeared as an extra in several television productions. My ideal weekend would be… Escaping to the coast with my family, enjoying the simple things and making lasting memories together. Favourite film, book or podcast… I listen to financial planning podcasts while commuting or running. Beauty and the Beast — the live-action remake — is a film favourite, although I have my daughter to thank for that! Best piece of advice I’ve ever received… “Control the controllables.” I also try to follow: “If it is not right, do not do it; if it is not true, do not say it.” What I enjoy most about working with clients… Making complex financial decisions clear and actionable, then seeing clients gain confidence that they are on the right path. https://www.burlingtonfs.com/profile/phil-trew daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944198798-S9VXKER83ZRTZZALFP4W/New+Project+%282%29.jpg Phil Trew (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/27c0097b-e89c-4984-b9eb-f6f31e18413d/New+Project+%282%29.jpg Phil Trew (TEST OCTOBER 2026) Financial Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944198785-QNE3YJQ2XV05GL95QON5/New+Project+%288%29.png Phil Trew (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/5024cd04-3cf7-411d-b156-b7f221de5ba8/computer-768696_1920.jpg Phil Trew (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/7887263d-5156-45be-9a67-92829c0c7d42/Phil.webp Phil Trew (TEST OCTOBER 2026) - JOINED BURLINGTON IN 2003 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. Personal profile Outside work, you’ll usually find me… Enjoying long walks, spending time outdoors or working on my boat. Something people may not know about me… I’m a wildlife enthusiast and support organisations working to protect endangered species and the natural world. My ideal weekend would be… A long coastal walk followed by a relaxed lunch with family or friends. Favourite film, book or podcast… My favourite film is The Shawshank Redemption, and my favourite television series is Band of Brothers. Best piece of advice I’ve ever received… “Listen, learn and think before responding.” What I enjoy most about working with clients… Helping people achieve important goals and seeing generations of families return for advice. That trust is one of the most rewarding parts of my role. https://www.burlingtonfs.com/profile/tom-oneill daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944198798-S9VXKER83ZRTZZALFP4W/New+Project+%282%29.jpg Tom O'Neill (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/27c0097b-e89c-4984-b9eb-f6f31e18413d/New+Project+%282%29.jpg Tom O'Neill (TEST OCTOBER 2026) Financial Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944198785-QNE3YJQ2XV05GL95QON5/New+Project+%288%29.png Tom O'Neill (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/5024cd04-3cf7-411d-b156-b7f221de5ba8/computer-768696_1920.jpg Tom O'Neill (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/4c43c9b3-ca41-4067-b5c3-8953cec894e1/Tom.jpg Tom O'Neill (TEST OCTOBER 2026) - JOINED BURLINGTON IN 2025 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, client first 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 family run 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. Personal profile Outside work, you’ll usually find me… Playing football on a Saturday, on the golf course, tennis court or padel court, or planning my next ski trip. Something people may not know about me… My father is also an adviser, which gave me an early appreciation of the importance of honest advice and looking after clients properly. My ideal weekend would be… Three points on a Saturday with my football team, a date night with my girlfriend, and finishing the weekend with a proper Sunday roast. Favourite film, book or podcast… Interstellar. Best piece of advice I’ve ever received… I've received a lot of good advice over the years, but something that has always stayed with me was a speech Roger Federer gave at a university. Despite being one of the greatest tennis players of all time, he only won around 54% of the points he played. It was a reminder that setbacks are part of success, and that what's most important is focusing on the next opportunity rather than dwelling on the last one. What I enjoy most about working with clients… I enjoy helping people take control of their mortgages and debt, rather than letting it control them. There's also nothing quite like helping someone buy their first home and being part of such an important milestone in their life. https://www.burlingtonfs.com/senior-management daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/0870b054-3497-4673-9b5d-3f97084466b6/New+Project+%282%29.jpg Senior Management (TEST OCTOBER 2026) Financial Planners https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944273702-M6ELKDU2VGGBKX37QPD3/New+Project+%288%29.png Senior Management (TEST OCTOBER 2026) Mortgage Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/c80489ba-ed3e-4db0-9de4-c9e9d183af49/computer-768696_1920.jpg Senior Management (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944273673-P1HYRLILUEAFAGHY3K79/Mandeep+Panesar.jpg Senior Management (TEST OCTOBER 2026) - 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. ‍ ‍Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944273679-FLK5VON9JVQXS4GOS4TV/Daniel+Shayler.jpg Senior Management (TEST OCTOBER 2026) - 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. ‍ ‍Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944260245-1H1WFT6139J3NBU8N9FX/Kam+Bajwa.jpg Senior Management (TEST OCTOBER 2026) - 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. ‍ ‍Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/be044e91-1b1e-49ed-915f-dbe5695bf418/John.webp Senior Management (TEST OCTOBER 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. ‍ ‍Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944273676-MMY66KNWV7NAW2JCXU1A/Gary+Lucas.jpg Senior Management (TEST OCTOBER 2026) - 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. ‍ ‍Email — LinkedIn https://www.burlingtonfs.com/mortgage-advisers daily 0.75 2026-11-05 https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944207165-D0WOIRHEA675UPJX0B3B/New+Project+%282%29.jpg Mortgage Advisers (TEST OCTOBER 2026) Senior Management https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/5e89b538-d8c2-4f3b-b185-dc3a3bb39779/New+Project+%282%29.jpg Mortgage Advisers (TEST OCTOBER 2026) Financial Advisers https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/02da3584-4dff-4ac7-92a5-817d9624f047/computer-768696_1920.jpg Mortgage Advisers (TEST OCTOBER 2026) Client Service Support https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/1616944207136-1HFZW665XBYYYH4SFW08/Phil+Trew Mortgage Advisers (TEST OCTOBER 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. ‍ ‍Email — LinkedIn https://images.squarespace-cdn.com/content/v1/60609c46e8d1a946176e9604/3b4b8c51-6ebc-415f-b602-2482923a9eb5/Tom.jpg Mortgage Advisers (TEST OCTOBER 2026) - 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. ‍ ‍Email — LinkedIn