DipFA, BA (Hons)
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.
Raj can help you with:
Holistic financial planning
Establishing and reviewing trusts
Complete personal risk management planning
Short- and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent health insurance (also known as income protection)
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Trusts are not regulated by the FCA.