NGEN Team

Overview

The team at NGEN Financial Planning has extensive experience in providing financial planning and investment services to individual and corporate clients. It has six offices in the United Kingdom.

Management Team

Neil Chakraborty

Managing Director

BIOGRAPHY

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.

Susie Bolton

Compliance Director

BIOGRAPHY

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.

William Mok

Investment Director

BIOGRAPHY

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.

Richard Kendall

Head of Financial Planning

BIOGRAPHY

Richard heads up the Financial Planning advisory team at NGEN. Richard has over 20 years’ experience in financial services and historically provided financial planning advice throughout the West Midlands area under his own firm, prior to joining NGEN. He has worked in several areas within financial services and has a track record in banking, financial advice, T&C supervision and compliance at senior levels.

Advisory Team

David Meakin

Financial Adviser

BIOGRAPHY

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.

Michelle Street

Financial Adviser

BIOGRAPHY

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.

Mark Taylor

Financial Adviser

BIOGRAPHY

Mark is a financial adviser specialising in pensions, investments, protection and mortgages in our Newcastle under Lyme office. Prior to joining NGEN, he worked as a relationship manager at Santander Bank where he managed a portfolio of high-net-worth clients.

Sean Slattery

Financial Adviser

BIOGRAPHY

Sean is a financial and mortgage adviser based out of the Wolverhampton office. He started his career at TSB Bank and after a few years moved onto a sales advisory role within the bank, specialising in mortgages.

Sean has over 30 years’ experience in financial services and he currently advises in investments as well as mortgages and protection.

Paraplanning, Administration and Client Support

Debashis Dasgupta

Operations Consultant

BIOGRAPHY

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.

Lewis Salisbury

Senior Systems Integration

BIOGRAPHY

Tazmin Carter

Paraplanner

BIOGRAPHY

Tazmin is a financial administrator within NGEN. She started in 2016 as an apprentice. Tazmin has over 7 years’ experience in financial services.

Chloe Rheade

Paraplanner

BIOGRAPHY

Chloe is an administrator and paraplanner at NGEN. She provides a full administration service to advisors and assists with report writing and research. Chloe recently started working in the financial services sector. Prior to joining NGEN, she worked within legal services having previously completed her law degree.

Louise Haigh

Trainee Financial Adviser

BIOGRAPHY

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.

Louise Steel

Financial Administrator

BIOGRAPHY

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.”)

NGEN Team

Overview

Management Team

Neil Chakraborty

Managing Director

Susie Bolton

Compliance Director

William Mok

Investment Director

Richard Kendall

Head of Financial Planning

Advisory Team

David Meakin

Financial Adviser

Michelle Street

Financial Adviser

Mark Taylor

Financial Adviser

Sean Slattery

Financial Adviser

Paraplanning, Administration and Client Support

Debashis Dasgupta

Operations Consultant

Lewis Salisbury

Senior Systems Integration

Tazmin Carter

Paraplanner

Chloe Rheade

Paraplanner

Louise Haigh

Trainee Financial Adviser

Louise Steel

Financial Administrator

NGEN Markets