As a Senior Financial Planning Consultant, I have been advising high net worth clients and ultra-high net worth clients for over 15 years, of which, the last five years have been with one of the UK’s leading investment management businesses. My experience ranges from working at independent financial planning practices to large corporate banks.
My team
If I am not available or cannot get back to you right away, please feel free to reach out to Katie for any technical queries and Ange for any administration queries. They are always happy to help and will make sure you get the support you need.
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We look at where to place your Discounted Gift Trust comparing Discretionary vs. Bare Trusts.
Nasiba and Phil discuss the importance of taking stock of your finances, your options and what might happen further down the line.
Nasiba Vaiya discusses how teams can work collaboratively to support clients and what businesses need to consider for themselves and their employees.
We look at where to place your Discounted Gift Trust comparing Discretionary vs. Bare Trusts.
Nasiba and Phil discuss the importance of taking stock of your finances, your options and what might happen further down the line.
Nasiba Vaiya discusses how teams can work collaboratively to support clients and what businesses need to consider for themselves and their employees.