Meet the Team

Bobby Dhanjal

CEO / MD / Financial Advisor

DipFA

Bobby Dhanjal opened Bobby Dhanjal Practice Limited in June 2009. Bobby has worked within the Financial Services Industry since 1995 under Individual Reference Number TXD00050. Bobby Dhanjal can offer the following services, Savings and Investments, Retirement Planning, Inheritance Tax Planning, Life and Critical Illness Insurance and Private Medical Insurance.

Lisa Dhanjal

Director and Marketing Manager

Lisa Dhanjal opened Bobby Dhanjal Practice Limited in June 2009.

Neil Savjani

Financial Advisor

DipFA & CeMAP

Neil Savjani has worked within the Financial Services Industry since the year 2000. He has been regulated since March 2009 under the Individual Reference Number NXS01578. Neil then joined BDWM in February 2012 and he offers the following services, Savings and Investments, Retirement Planning, Inheritance Tax Planning, Life and Critical Illness Insurance and Private Medical Insurance.

Kalpesh Ruparelia

Financial Advisor

DipFA & Level 4 in Mortgage Advice & Level 6 in Pension Transfer

Kalpesh Ruparelia has worked within the Financial Services Industry since the year 1995. He has been regulated since 1995 under the Individual Reference Number KXR00011. Kalpesh then joined BDWM in October 2010 and he offers the following services, Savings and Investments, Retirement Planning, Inheritance Tax Planning, Life and Critical Illness Insurance, Private Medical Insurance, Mortgages. Kalpesh can also offer Defined Benefit Pension Transfers as he also works under Pi Financial.

Navpreet Aurora

Financial Advisor

DipFA, FPC-1,2,3
CFS-6 & PETR Level 6

Navpreet Aurora has worked within the Financial Services Industry since the year 2004. He has been regulated since March 2019 under the Individual Reference Number NXA01194. Navpreet joined BDWM in February 2012 and he offers the following services, Savings and Investments, Retirement Planning, Inheritance Tax Planning, Life and Critical Illness Insurance and Private Medical Insurance.

Christopher Jones

Financial Advisor

DipFA

Christopher Jones has worked within the Financial Services Industry since the year 2014. He has been regulated since January 2018 under the Individual Reference Number CAJ01112. Christopher Jones joined BDWM in February 2014 and he offers the following services, Savings and Investments, Retirement Planning, Inheritance Tax Planning, Life and Critical Illness Insurance and Private Medical Insurance.

Amy Read

Financial Advisor

DipFA & CeMAP

Amy Read has worked within the Financial Services Industry since the year 2003. She has been regulated since June 2019 under the Individual Reference Number AXR16446. Amy Read joined BDWM in July 2015 and she offers the following services, Savings and Investments, Retirement Planning, Inheritance Tax Planning, Life and Critical Illness Insurance and Private Medical Insurance.

Frazer Richards

Para Planner

Frazer Richards has worked within the Financial Services Industry since the year 2017 and joined BDWM in September 2018 and he offers the following services Life and Critical Illness Insurance and Private Medical Insurance, Residential Commercial and Buildings / Contents Insurance and Professional Indemnity Insurance.

Susan Read

Para Planner

CEEFA-1,2 and 3, CeMAP & R01

Susan Read has worked within the Financial Services Industry since the year 1985 and joined BDWM in 2014. Susan works closely with the Financial Advisors conducting paperwork.

Gary Woollam

Head of Mortgages

Mortgage & Protection Advisor CeMAP

Gary Woollam has worked within the Financial Services Industry since the year 1990 and has been regulated since 1990. Gary then joined BDWM in May 2015 and he offers the following Residential Mortgages, Commercial Mortgages, Buy to Let, Let to Buy, Right to Buy, Shared Ownership, Life and Critical Illness Insurance and Private Medical Insurance, Residential Commercial and Buildings / Contents Insurance and Professional Indemnity Insurance.

Carol Woollam

Mortgage & Protection Advisor

CeMAP

Carol Woollam has worked within the Financial Services Industry since the year 1998 and has been regulated since December 2000. Carol then joined BDWM in September 2015 and she offers the following Residential Mortgages, Commercial Mortgages, Buy to Let, Let to Buy, Right to Buy, Shared Ownership, Life and Critical Illness Insurance and Private Medical Insurance, Residential Commercial and Buildings / Contents Insurance and Professional Indemnity Insurance.

Micky Woods

Mortgage & Protection Advisor

FPC-1, FPC-2, FPC-3 & MAQ

Micky Woods has worked within the Financial Services Industry since the year 1988 and has been regulated since September 1988. Micky then joined BDWM in 2018 and she offers the following Residential Mortgages, Commercial Mortgages, Buy to Let, Let to Buy, Right to Buy, Shared Ownership, Life and Critical Illness Insurance and Private Medical Insurance, Residential Commercial and Buildings / Contents Insurance and Professional Indemnity Insurance.

Matt Wilson

Mortgage & Protection Advisor

CII Cert in Mortgage Advice

Matt Wilson has worked within the Financial Services Industry since the year 2019 and has been regulated since May 2019. Matt joined BDWM in 2018 and he offers the following Residential Mortgages, Commercial Mortgages, Buy to Let, Let to Buy, Right to Buy, Shared Ownership, Life and Critical Illness Insurance and Private Medical Insurance, Residential Commercial and Buildings / Contents Insurance and Professional Indemnity Insurance.

Kieran Phillips

Protection Advisor

Kieran Phillips has worked within the Financial Services Industry since the year 2016 and joined BDWM in September 2018 and he offers the following services Life and Critical Illness Insurance and Private Medical Insurance, Residential Commercial and Buildings / Contents Insurance and Professional Indemnity Insurance.

Aimee Keen

Accounts Manager

Aimee Keen joined BDWM in July 2010, working closely with the directors of the business managing the Accounts and Administration Team.

Jess Wilford

Administration

Jess Wilford joined BDWM in November 2015, working in the administration department.

Rebecca Mumford

Administration

Rebecca Mumford joined BDWM in August 2017, working in the administration department.

Cerys Faulkes

Administration

Cerys Faulkes joined BDWM in September 2018, working in the administration department