Meet your team

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Meet your team

With a broad range of backgrounds and over 70 years' of combined experience, we don't just think outside the box; we act outside the box. Our advisers are passionate about providing the best financial advice to both individuals and businesses, and we pride ourselves on putting our clients at the heart of everything we do.

Get in touch

Enter your details and let us know how we can help you on your journey. One of our financial planners will be in touch to assist you further and answer any questions you may have.
0800 368 9687
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Gurdit has 14 years' experience withiin the financial services sector. His entrepreneurial vision and passion for financial services has led to him creating and growing one of the most well-regarded financial advisory practices in the North West.

Very much a people person, Gurdit has helped many high net worth clients grow their personal and business wealth, whilst also restructuring assets to help mitigate tax.
How would your friends and family describe you?
Ultra-ambitious, innovative and they would probably also describe me as laid back... virtually horizontal!
What are you happiest doing, when you're not working?
Spending time with my wife, Sonia and two children - Anjali & Yuvraj.
What do you enjoy most about life at Chameleon?
Getting to work with an amazing bunch of people.
What's a goal you have for yourself that you want to accomplish?
To ensure everyone at Chameleon strives to remain at the forefront of our profession.
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Lee's passion for formulating and delivering first-class financial planning strategies is renowned.

His creative flair and 'outside the box' mentality has always been a key driver behind his success.

Lee is a firm believer that a sound financial plan is one which encompasses three key principles: client education, understanding and discipline.
What do you enjoy most about your role here at Chameleon?
The enormous sense of satisfaction from creating financial planning strategies that help deliver optimum client outcomes.
What are your interests outside of work?
Spending good quality time with the family, relaxing on the golf course and fishing.
What is your favourite TV series?
The Office - old but gold!
If you had to describe yourself using one word or expression, what would it be?
Laid-back - I'd like to think I have a pretty relaxed, easy going manner.
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With over 13 years' experience within financial services, Mike prides himself on the honest, long standing relationships he builds with his clients. Mike believes an excellent proposition and a high level of service is the solid foundation in which these great relationships are built.

Mike's passion lies in helping people. He will always go above and beyond for all of his clients to ensure that he can always be relied on.
What does a typical working day look like for you?
I really enjoy the fact that every day is different. I'm often out and about meeting with clients, networking, and have the odd day where I will be office based and catching up on emails.
Finish this sentence. On a Friday evening, you can usually find me...
Ferrying the kids around and then playing darts in my local pub team.
Do you have any causes you particularly care about?
Brian House/Trinity Hospice in Blackpool; such a brilliant service for the community, the support they provide to families is much needed and I always like to help however I can.
What would be your personal motto?
One person can make a big difference, everyone should try.
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Alexandra's natural ability to make people feel at ease and her passion for building strong business relationships has made her the perfect fit as Chameleon's Client Relationship Manager.

Deeply committed to ensuring client satisfaction, Alexandra believes that mutual trust is the solid foundation for a long-lasting professional relationship.
What has been your proudest moment at Chameleon so far?
Definitely winning the Derian House Corporate Challenge in September 2019. Our charity events are always amazing team efforts, which leave me feeling really proud.
Where is next on your bucket list of places to visit?
Kenya - I've always wanted to go on a safari there.
How do you think your work colleagues would best describe you?
Driven, outgoing and enthusiastic. Well... let's hope they would!
Flashback to when you were 10 years old. What do you want to be when you grow up?
I've always loved reading and writing, I really wanted to be an author when I was ten. I've still got loads of the stories I've written, so if you ever fancy a short story and a good laugh over a coffee, then give me a call!
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Phil prides himself on his personal relationships with his clients. Approachable, easy to talk to and reliable, he is truly focused on helping individuals and businesses understand and plan for their future.

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Luke is straight out of University and rearing to go. He is passionate about becoming a successful adviser who strives to help those he can and is a logical problem solver.

After finding his passion studying Financial Planning in Manchester, Luke found himself eager to embark on a career in Financial Planning.
Do you have any long-term goals and aspirations?
I aim to be a successful adviser who can be a valuable member at Chameleon.
What brought you to Chameleon?
Chameleon has a great ethos regarding always putting the customer first and it reflects within the office atmosphere. I wanted more than monetary gain from my career and I felt like Chameleon could really provide that for me.
Finish this sentence. Over the weekend, you can usually find me...
Definitely at the pub sinking a few cold ones.
Do you have any skills or talents that most people don't know about?
I can sneeze exactly like Donald Duck.
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As a Chartered Accountant and Chartered Tax Advisor, Mark is revered by his colleagues for his meticulous and creative approach to tax planning.

As a founding member of Chameleon Financial Planning, Mark has been instrumental in ensuring the company has been established for the long-term benefit of all its stakeholders.
What is your proudest achievement to date?
Qualifying as a Chartered Accountant at 22 with first time passes in every single exam.
Flashback to the day you left school. Where did you think you would be now?
I wanted to be an airline pilot, which was something I'd dreamed about for years. I even joined the Air Training Core at 13 but never managed to get into the air.
Who is someone you admire and why?
Bruce Springsteen, at the ripe old age of 70. The Boss is still going strong!
Describe your ideal Friday night
I love good food so my ideal Friday night would start in a quality restaurant followed by a couple of gin and tonics.
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Contact us

Chameleon Financial Planning
Unit 1 Guest House Farm
Runshaw Lane
0800 368 9687
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