Chameleon's team come from a broad diversity of backgrounds but all share the same values of putting our clients at the heart of everything we do. Our advisers are passionate about providing the best financial advice to both individuals and corporate clients.
Director & Financial Planner
Gurdit was born and raised in Preston. After huge success in his education, he was successful in achieving employment with a national bank going onto to work for some of the biggest Banks and Building Societies. From an early age, Gurdit realised his affinity for numbers, an inquisitive mind and both inter and intrapersonal skills meant a career in the financial industry was the goal.
Achieving success in many financial planning assessments, meant he gained his Diploma in Financial Planning in 2011. After working with a local IFA firm in Chorley and helping it develop, Gurdit followed his ambition of running and growing his own business, building relationships with clients and helping them accomplish their financial goals.
In 2017, he started Chameleon Financial Planning with Mark and Ben, long term friends and business associates. Gurdit has a vast amount of experience in working with high net worth clients in the North West and London - specialising in working with Business Owners and Entrepreneurs.
In his spare time, Gurdit is a keen hiker and a squash player. His interests also include watching and supporting Manchester United, sports cars and tasting different foods.
A diligent attitude and being a family man, gives him a sense of responsibility. Gurdit enjoys spending time with his little girl, Anjali. He lives in Chorley and has aspirations to travel the world.
Director & Financial Planner
With both his father and grandfather in the financial services industry it was only inevitable that Ben would follow suit. After achieving First Class Honours in IT with Business Studies from Sheffield Hallam University Ben decided to pursue one of his passions and spent 5 months living.
Upon returning from France Ben worked for a short period within his father's firm to gain the necessary knowledge and understanding of how the finance industry functioned. This gave Ben the ambition to start a career within the financial services industry and joined a local firm in Chorley where he met Gurdit. Ben initially worked within the central team, developing and improving the internal systems whilst studying for his Diploma in Financial Planning.
In 2017 Ben decided to fulfil one of his lifelong ambitions and set up Chameleon Financial Planning along with Gurdit and Mark. Within Chameleon Ben works closely with his clients, looking at all aspects of financial planning and helps to build bespoke financial plans to meet specific needs and objectives.
Outside work, Ben is a big Liverpool fan, but does not get to visit them as often as he likes. Ben enjoys most sports, in particular football, golf and squash, however, his main passion is spending long sunny days skiing in the French Alps and long evenings in the local bars.
Director & Financial Planner
Mike was born and raised in Fleetwood, where he still lives with his family. During his early years, Mike had an appetite to serve his country and decided to educate himself as much as possible, whilst travelling the world with the Army.
Upon the birth of his first child, Mike decided family was more important to him than travelling the world, so decided to leave the forces and follow a new career in financial planning. Mike was successful in obtaining a trainee role with a national bank in 2006. Whilst studying for and successfully achieving his Diploma in Financial Planning, Mike also received a number of awards for customer services and advice quality. Mike worked with high net worth clients within the banking sector for a number of years, before he left to work with a local IFA firm.
After working in the Fylde Coast and helping it develop the business, Mike now works with clients all over the North West and in and around London. Mike followed his ambition of building relationships with clients and helping them accomplish their financial goals. In 2018, he joined Chameleon Financial Planning with Gurdit and Ben, long term friends and business associates. Like all Chameleon staff, Mike has a wealth of experience, specialising in working with Business Owners and Entrepreneurs.
Mike is very family orientated, thus when Mike take time off, it tends to involve activities with his wife and two children. Mike loves nothing more than watching his children in sporting activities, along with participating in family events and locally organised runs.
Mark was born in Preston in 1984. Naturally full of energy and extremely inquisitive, Mark displayed entrepreneurial skills from an early age. Fascinated by the world of finance, after college, Mark joined a local accountancy practice to learn his trade and in 2006, Mark qualified as a Chartered Accountant progressing to Chartered Tax Adviser status by 2008.
Mark heads up a local accountancy practice, which takes care of over 350 clients and employs 6 staff as well as remaining active within his local Parish and community.
Helping businesses to grow whilst also helping them to save tax is Mark's professional desire and this is why he recognised the opportunity to get involved with Chameleon Financial Planning as one not to be missed.
Within Chameleon, Mark takes care of business development and financial management ensuring that the business remains on a sound financial footing which will allow us to help our clients now and into the future.
Occasionally, when Mark does take some time off work, he is an avid sports fan and a keen supporter of both Preston North End FC and Lancashire County Cricket Club. Mark has even travelled as far as the West Indies watching England play cricket.
Mark also enjoys a very broad (and some would say unusual) taste in music and films and likes nothing more than a good pint of real ale.
Chameleon Financial Planning is an appointed representative of Sense Network Limited. We chose to work with Sense because of their continued commitment to adviser independence and Sense's beliefs and values matched our own. Based in Knutsford, they provide Chameleon with the compliance support and expertise they need to give quality independent financial advice. For more information on Sense visit their website; http://www.sense-network.co.uk/