Bharathi has been working within our team for over six years.
If you visit our office, you will probably be greeted by Bharathi. She provides administration support to the whole team and is responsible for professionally and efficiently implementing the financial strategies developed by Sean and Kalpesh.
She also works closely with product providers and liaises each quarter with our clients to ensure our planner’s investment recommendations are implemented.
Bharathi loves travelling. She aims to visit three to five new countries each year.
When she isn’t on her travels she enjoys shopping and exploring London to find new food places and experiences.
Are you a morning person or night owl?
“A morning person as I like to get organised for the day”
Where is your ideal holiday destination?
“Anywhere where I can see the northern lights!”
What is the most rewarding part of your job?
“Interacting with clients and playing a part in assisting them with their financial needs”
Phone: 0203 887 6630
Address: Cardinal Point, Park Road, Rickmansworth, WD3 1RE