Location: London, East London, Ilford, Barking Romford, Buckhurst Hill, Chigwell and Loughton
Favourite Quote: "A goal without a plan is just a wish” - Antoine de Saint-Exupery
Bhupinder is one of our experienced Diploma qualified advisers in financial planning and has over 10 years’ experience working in financial services. After many years of working in Banking, he became a Senior Financial Consultant for Lloyds Banking Group in London and transitioned into Financial Advice in 2017 working alongside St. James’s Place Wealth Management.
Specialism: Bhupinder enjoys helping and educating people on all areas of financial planning whilst keeping everything as simple as possible, He likes to take a holistic approach when providing advice highlighting all areas that need attention over time.
Some of the advice areas which Bhupinder can help with are:
- Retirement Planning
- Protection Planning
- Tax efficient Investment Planning
- Inter-generational Wealth Planning
- Inheritance Planning
Inheritance Planning and Tax planning is not regulated by the Financial Conduct Authority
Diploma in Financial Advice - DipFA
Certificate in Financial Advice and Planning - CeFAP
Ba Hons Economics and Finance