Our advisers are recruited and carefully selected by our highly experienced management team.
We complete thorough due diligence on the advisers to ensure that we only work with the best advisers and to ensure they will act professionally in accordance with our exacting standards; all are fully qualified (level 4 diploma) and a number hold the highest standard of qualification, which is chartered.
I am fully qualified Financial Adviser with over 14 years of experience. For me the best part of my role is interacting with clients and helping them achieve their financial goals and objectives. I build long term relationships with clients providing them tailored services to their unique needs. Being a Financial Adviser is my choice and I thoroughly enjoy this privileged position.
In addition to my professional work, I do voluntary work for The Brain Tumour Charity (The Khushil Pandya Fund) raising awareness for aggressive Brain Tumour. I am an Author of the book Perception- Experiencing the Wonders of Life. I also do voluntary work the Duke of Edinburgh Award through The Claremont High School. Currently I am in process of producing a Documentary raising awareness and funds for the Brain Tumour called DIPG. The Khushil Pandya Fund
When I am not working, I like spending time with my family my daughter Khushi and husband Bhavesh. We like travelling, listening to music and spending time together as much as we can.
Namrata offers the following areas of advice: