A little bit about Raj
Raj is a Financial Planning Consultant offering financial planning for both corporate and private clients covering the full spectrum of financial service products. He has worked within the financial services profession since 1999 with the Co-operative Insurance Society (CIS), and Co-operative Bank.
Raj has built up a wealth of experience by working as a Financial Adviser, Sales and Area Manager and a Bancassurance Area/Regional Manager with CIS and the Co-op Bank, and now as a self employed Financial Planning Consultant.
His aim is to offer a bespoke service where he will strive to nurture long term relationships ensuring when your circumstances, needs and priorities change he can manage your wealth positively to deliver meaningful returns, and also making sure your goals are fully protected with the right protection policies in place.
He is a self-motivated, honest, trustworthy and very reliable with a proven ability in consulting in all areas of financial planning obtaining a professional qualification gained through the School of Finance (IFS) which is now called The London Institute of Banking & Finance.