Kalpesh is an Independent Financial Planner with more than 10 years’ experience as an adviser in the profession.
He started working with Sean as a paraplanner 14 years ago, supporting the advice process. However, he discovered that his passion was for face to face advice. Consequently, through hard work and dedication he developed his skills to become a qualified and highly-regarded financial planner.
He specialises in wealth management and estate planning, working with a broad spectrum of clients, including employed individuals and business owners seeking advice.
In addition to his BA(Hons) Degree, Kalpesh has achieved the following industry specific qualifications:
Kalpesh is progressing towards attaining personal Chartered status.
In his spare time he focuses on staying active and keeping fit. You can usually find him cycling or in the gym.
Are you a morning person or night owl?
“Always have been a night owl. Trust me the party days are long behind me now, but the habit remains!”
Where is your ideal holiday destination?
“Malaysia just stood out….good food, friendly people, scenic, and a truly fun filled holiday”
What part of being a Financial Planner gives you most satisfaction?
“Meeting clients to understand their objectives, and then to work with them to achieve their goals, gives me the most satisfaction”
Phone: 0203 887 6630
Address: Cardinal Point, Park Road, Rickmansworth, Herts, WD3 1RE