Our Senior Management
Our team consists of Mandeep Panesar, Gary Lucas, Daniel Shayler and John Groves.
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.
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. Gary’s individual clients are mainly Partners of the magic/silver circle of law firms and as such has gained a comprehensive understanding of the financial needs and desires of such individuals. Gary has existing clients at the following law firms; Denton Wilde Sapte, Hogan Lovells, Watson Farley Williams, Dechert’s as well as others.
BUSINESS DEVELOPMENT DIRECTOR
Daniel Shayler
Daniel joined Burlington Associates in 2007 and is a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner. His most rewarding career moment to date is being made Business Development Director to support the company and advisers. His goal is to support the growth of Burlington Associates so we can help as many people as possible.
Our Team
Financial Planners
Mortgage Advisers
Client Service Support