Hove, Brighton and Hove, United Kingdom
Helping others make the most of their life by aligning their finances with what’s most important to them.
Financial Services
Education
The Chartered Insurance Institute 2009 — 2012
DipPFS, Financial Planning and Services, Distinction
South Gujarat University 1993 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services, DISTINCTION
Experience
JPS Wealth Management Ltd - Associate Partner Practice of St. James's Place Wealth Management July 2013 - Present
HSBC January 2012 - July 2013
HSBC April 2011 - December 2012
Halifax September 2006 - March 2011
Skills
Finance, Financial Risk, Wealth Preservation..., Estate Planning, Asset Management, Investment Advisory, Retirement Planning, Tax Efficiency, Pensions, Wealth Management, Protection, Financial Planners, Financial Services, Retirement Benefits, Personal Pensions, Executive Income..., Investment Strategies, Investment Advisory..., Fixed Annuities, Critical Illness, Equity Release, Inheritance Tax Planning, Portfolio Management, Holistic Financial..., CeMAP, Mutual Funds, Independent Financial..., Strategic Financial..., Individual Pension Plans, Wealth Accumulation, High Net Worth..., Retirement, Wealth Management..., Investments, Private Banking, Multi-generational..., Savings, Financial Planning, Life Insurance, Tax, Wealth, Retirement Solutions, Asset Allocation, Insurance, Financial Advisory, Personal Financial..., Relationship Management, SIPP, Business Protection, Income Protection