THE BOBBY DHANJAL PRACTICE - Key Persons


Aimee Keen

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

Amy Read

Job Titles:
  • Financial Advisor
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.

Carol Woollam

Job Titles:
  • Mortgage & Protection Advisor
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.

Clare Connolly

Job Titles:
  • Administration

Frazer Richards

Job Titles:
  • 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.

Gary Woollam

Job Titles:
  • Head of Mortgages / Mortgage & Protection Advisor
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.

George Heath

Job Titles:
  • Administration

Kalpesh Ruparelia

Job Titles:
  • Financial Advisor
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.

Kieran Phillips

Job Titles:
  • 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.

Lisa Dhanjal

Job Titles:
  • Director
  • Marketing Manager

Navpreet Aurora

Job Titles:
  • Financial Advisor
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.

Neil Savjani

Job Titles:
  • Financial Advisor
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.

Paige Barry

Job Titles:
  • Administration

Peter Hutchinson

Job Titles:
  • Mortgage & Protection Advisor

Rebecca Gamble

Job Titles:
  • Administration

Susan Read

Job Titles:
  • Para Planner
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.

Tia Dhanjal

Job Titles:
  • Administration