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Arun Gupta

Arun Gupta

Financial Wellbeing Advisor

0.0

(0 reviews)

Newcastle upon Tyne, United Kingdom

Hindi, Punjabi

0+ sessions

Specialization

Budgeting & Expense ManagementDebt Reduction StrategiesSavings & Investment PlanningRetirement & Pension PlanningCredit Score ImprovementTax Planning BasicsFinancial Goal SettingEmergency Fund Strategies

About

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.

Qualifications

CFA

Languages

Hindi
Punjabi

Locations

166 WARKWORTH WOODS