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, working and skiing in the French Alps.
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 support team, playing a key part in the development and implementation of the firm's internal systems whilst studying and obtaining 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 is passionate about developing long term relationships and working closely with his clients, looking at all aspects of financial planning helping 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.
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.
Rob was born in Blackpool and raised in Lytham St.Annes, where his love for music and intrigue of the music industry, lead him to complete a BA Hons Degree in Music Production in Leeds. It was shortly after this, where Rob tragically lost a close family member at a young age. By directly dealing with the financial matters of someone else, Rob's path was naturally steered towards ensuring that as many people are educated and helped in this area as possible.
His career in finance started in a branch for one of the world's largest banks. Gaining not only financial knowledge, but directly experiencing, first-hand, the issues the public have to deal with, only furthered his determination to help. Achieving his Certificate in Mortgage Advice in early 2015, he entered the regulated financial world as a mortgage adviser, followed shortly after, by achieving his Diploma in Regulated Financial Planning, and taking his first steps as an Independent Financial Adviser in 2017.
Rob joined Chameleon Financial Planning in early 2018 having previously worked with Ben and Gurdit and sharing their ethos for what financial planning should be. Constantly aiming to further develop himself, Rob passed his Certificate in Pension Transfer Advice in late 2017, allowing him to advise on the transfer of final salary pension schemes and is aiming to achieve Chartered Status in the near future.
Outside of work Rob enjoys spending time with his fiancee and baby daughter. He is also a keen football and NFL fan and continues to listen and play music.
Client Relationship Manager
Alexandra's strong academic background and innate desire to help other people has made her the perfect fit as our Client Relationship Manager here at Chameleon Financial Planning. Originally from Adlington, Alexandra has now set up home with her Partner Andrew in Whittle Le Woods.
Whilst managing her local family business Alexandra has developed and honed excellent customer service skills. She found her strengths always lay within a client facing environment but found herself unstimulated and craving a new challenge. After completing a Certificate in Education at the University of Central Lancashire in 2016 she decided that a career change was in order. She took her first steps into the financial industry in early 2017 and has never looked back. Her enthusiasm and ambition have enabled her to quickly adapt to the industry and discover a role and career she is truly passionate about.
Alexandra prides herself on her diligent attitude and will always go the extra mile to ensure our clients are happy and well looked after. With a natural ability to make people feel at ease she is deeply committed to ensuring client satisfaction and a happy and positive working environment.
In her spare time Alexandra enjoys perfecting her home and travelling the world with her partner Andrew. She has a keen eye for interior design and has adorned her house with her own art work from her foundation degree at Winstanley College. Whilst ticking off their bucket list of places to visit, she found a love of Thai food. One of her goals is to perfect her cooking to the high standards she found in Thailand. She isn't quite there yet but her family are definitely enjoying the practice! .
Appointed as Propositions Director in June 2018, Lee's passion for formulating and delivering first-class financial planning strategies is renowned. Since graduating from Hull University with a BA (Hons) Degree in Business Management, it has been his life-long ambition to help lead a successful financial planning business. Within Chameleon Financial Planning, Lee identified a clear synergy amongst like-minded individuals who share the same passion and deep-rooted desire in achieving this
As a qualified mechanical engineer, Lee's attention to detail and diligence form integral parts of his strong and varied skill set. Since beginning his career in financial services back in 2005, Lee has accumulated a wealth of experience in helping clients from all walks of life.
Lee has strong views on how financial planning advice is best given and is committed to delivering a cutting edge financial planning proposition with the ultimate aim of helping clients realise their long-term financial aspirations. .
Lee's creative flair and 'outside the box' mentality has always been the key driver behind his proven success. He is a firm believer that, whilst no two clients share the same personal circumstances and objectives, a sound financial plan is one which encompasses three key principles: client education, understanding and discipline. Through technological innovation, he seeks to ensure that Chameleon's financial planning proposition remains at the forefront of the industry.
Outside of work, Lee is very much a family man, married with one daughter. As the eldest of seven, he enjoys nothing more than spending his weekends with family. Having recently undergone a full property renovation on his new home in Bretherton, Lee is hoping to enjoy a little more time relaxing in the Lakes, fishing, visiting reclamation yards and watching his beloved football team, Everton.
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/