I have been within the financial services industry for over 10 years with an extensive background in Banking and Wealth Management, serving clients in Buckinghamshire, Berkshire & Greater London.
During that time, I have developed in-depth knowledge and experience within many challenging areas of financial planning. I have particularly specialised in Retirement and Pensions Planning, along with Inheritance Tax Planning and Trusts*. I have since recognised that through St. James's Place Wealth Management, I am able to provide my clients with a greater level of service and the best possible advice through the products and services available to the St. James's Place Partners.
As I believe in providing my clients with the highest level of service and advice, I am a Chartered Financial Adviser (one of the highest levels of professional financial advice status), in addition to my current financial qualifications. I hope this will give my clients confidence:
- that my knowledge is up to date with the ever changing Financial Service landscape;
- that I understand how important my role as an adviser is;
- and that I take the responsibility that comes with it, extremely seriously.
I am incredibly passionate about my work and the role it plays within the lives of my clients. As every client’s situation is unique, it is important to acquire a comprehensive understanding of how our services may benefit your individual financial plans. Please contact me for a no obligation consultation to discuss your individual requirements.
Outside of my working life, I love playing squash, snooker and badminton. I live in the Langley area of Berkshire with my wife Jas and my two sons Ronak and Gian.
*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.