Meet the BDWM team

As one of the leading independent firms of financial advisers in the East Midlands, we’ve been helping families, professionals and businesses across the region secure their financial futures for over a decade.

Meet the team

Our advisers work one-to-one with clients to understand their dreams and aspirations before providing advice and recommendations tailored to their circumstances and objectives. You can find out more about our friendly team, and their experience, qualifications and specialisms below.

Tejinderpal Dhanjal

CEO, MD & Financial Adviser, DipFA

Tejinderpal (Bobby) founded BDWM in June 2009. He offers the following services:

  • Investments & Savings
  • Retirement Planning
  • Inheritance Tax Planning
  • Life and Critical Illness Insurance
  • Private Medical Insurance

Lisa Dhanjal

Director

Lisa has been a director of BDWM since we were founded in 2009. Her roles include:

  • Company Secretary, BDWM
  • Marketing and events manager
  • Manager, BD Estate Agents

Financial Advisers

Neil Savjani

Financial Adviser, DipFA & CeMAP

Neil joined BDWM in February 2012 and offers the following services:

  • Investments & Savings
  • Retirement Planning
  • Inheritance Tax Planning
  • Life and Critical Illness Insurance
  • Private Medical Insurance

Kalpesh Ruparelia

Financial Adviser, DipFA & CeMAP

Kalpesh joined BDWM in October 2010 and offers the following services:

  • Investments & Savings
  • Retirement Planning
  • Inheritance Tax Planning
  • Life and Critical Illness Insurance
  • Private Medical Insurance
  • Mortgages

Navpreet Aurora

Financial Adviser, DipFA, FPC, CFS, PETR

Nav joined BDWM in February 2012 and offers the following services:

  • Investments & Savings
  • Retirement Planning
  • Inheritance Tax Planning
  • Life and Critical Illness Insurance
  • Private Medical Insurance

Amy Read

Financial Adviser, DipFA, CeMap, MLIBF, PETR

Amy joined BDWM in July 2015 and offers the following services: 

  • Investments & Savings
  • Retirement Planning
  • Inheritance Tax Planning
  • Life and Critical Illness Insurance
  • Private Medical Insurance

Frazer Richards

Financial Adviser, DipFA

Frazer joined BDWM in September 2018 and offers the following services:

  • Investments & Savings
  • Life and Critical Illness Insurance
  • Private Medical Insurance
  • Residential and Commercial Buildings & Contents Insurance
  • Professional Indemnity Insurance

Mortgage & Protection Advisers

Gary Woollam

Mortgage & Protection Adviser, CeMAP

Gary joined BDWM in May 2015 and offers the following services: 

  • Mortgages
  • Life and Critical Illness Insurance
  • Private Medical Insurance
  • Residential and Commercial Buildings & Contents Insurance
  • Professional Indemnity Insurance

Carol Woollam

Mortgage & Protection Adviser, CeMAP

Carol  joined BDWM in September 2015 and offers the following services:

  • Mortgages
  • Life and Critical Illness Insurance
  • Private Medical Insurance
  • Residential and Commercial Buildings & Contents Insurance
  • Professional Indemnity Insurance

Paraplanning & Accounts

Susan Read

Paraplanner

Susan has worked in financial services  since 1985 and joined BDWM in 2014. Susan works closely with our financial advisers. 

Aimee Keen

Accounts Manager

Saxon Sawbridge

Trainee Paraplanner

Charlie Yates

Trainee Paraplanner

Charlie Yates

Tia Dhanjal

Trainee Paraplanner

Administration

Paige Barry

Administration

Geraldine Chapman

Administration

Clare Connolly

Administration

Spike Charity

Administration

This page features links to external websites. BDWM cannot be held responsible for the content of these external websites.

Our services

The Bobby Dhanjal Foundation

BD Estate Agents

0116 282 5137

This website contains links to external websites. BDWM cannot be held responsible for the content of external websites. These links may take you to a non-regulated environment.