NGEN Team
Overview
Management Team
Neil Chakraborty
Managing Director
[read more]Neil is a shareholder and director of NGEN responsible for investment management and corporate strategy. Before NGEN he was an Executive Director at Morgan Stanley in London from October 2006 to April 2013. [/read]
Susie Bolton
Compliance Director
[read more]Susie heads up the compliance function at NGEN, and is responsible for ensuring that regulatory obligations are met across the group.
She has over 20 years of experience in financial services compliance, previously holding the position of Strategic Compliance Director at SimplyBiz where she coordinated tailored compliance support for specialist firms under the Signature service.[/read]
William Mok
Investment Director
[read more]William sits on the Investment Committee and is responsible for the build of the NGEN model portfolios. William joined NGEN from MSCI, the leading provider of investment indices, where he conducted research and development on MSCI/BARRA’s Risk Premia or Smart Beta indices.[/read]
Advisory Team
David Meakin
Financial Adviser
[read more]David is a financial adviser and heads up the Brighouse office. Prior to joining NGEN he set up David Meakin IFA, a financial advisory firm in West Yorkshire and merged with NGEN in 2020.
David has over 30 years’ experience in financial services and has been providing financial advice to clients throughout the West Yorkshire and Manchester area. He specialises in pensions, investments and protection and maintains a portfolio of long-standing private and corporate clients.[/read]
Michelle Street
Financial Adviser
[read more]Michelle is a financial adviser in the Newcastle-under-Lyme and Oswestry offices. Prior to joining NGEN, Michelle worked as a financial adviser for AXA and a mortgage and protection adviser for Britannia Building Society.
Michelle has over 30 years experience in financial services and she specialises in providing personalised pension, investment, mortgage, and protection advice.[/read]
Mark Taylor
Financial Adviser
Louise Haigh
Financial Adviser
[read more]
Louise is a financial administrator at NGEN. She provides administration support to advisors and oversees the processing of client files. Previously she worked for a manufacturing company for 16 years.
Louise has over 9 years’ experience in financial services.[/read]
Paraplanning, Administration and Client Support
Debashis Dasgupta
Operations Consultant
[read more]Debashis DasGupta, a Post Graduate in Business Management and a Bachelor in Commerce with 24 years of experience in Retail Banking and Wealth Management roles. He has been in senior roles with organizations like CITI, UTI and Standard Chartered. His last assignment was as a consultant to an Indian Private Sector Bank for their Private Banking business.[/read]
Tazmin Carter
Financial Administrator
[read more]Tazmin is a financial administrator within NGEN. She started in 2016 as an apprentice. Tazmin has over 7 years’ experience in financial services.[/read]
Chloe Rheade
Paraplanner
Louise Steel
Financial Administrator
[read more]Louise is a Financial Administrator at NGEN. She provides administration support to advisers and oversees the processing of client files. Louise started working for NGEN in November 2023, and prior to this she worked for Kidney Research.”)[/read]