
Financial Wellbeing Advisor
0.0
(0 reviews)
Newcastle upon Tyne, United Kingdom
Hindi, Punjabi
0+ sessions
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Available slots (16)
A client focused and talented financial planner and wealth advisor with over 35 year’s experience in customer facing advice. Extensive expertise in financial services, tax planning strategies and wealth preservation structures in the UK and overseas. Strong understanding of regulation and coaching advisers to maximize opportunities. Exceptional relationship building skills, developing trusted long-term relationships with clients.