About Keval
I am an Associate Wealth Planner at the company, supporting clients with a wide range of financial planning needs, including retirement planning, investment management, estate planning and wealth preservation strategies. I work closely with advisers and clients to help deliver tailored financial planning solutions and ensure recommendations are implemented efficiently and effectively.
I hold the Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII) and am currently studying towards achieving Chartered Financial Planner status. My long-term ambition is to become a Wealth Planner, and I am committed to continually developing my technical knowledge and expertise to support clients in achieving their financial objectives.
Outside of work, I enjoy keeping active, following sport, spending time with family and friends, and continuing my studies towards Chartered Financial Planner status.
