Meet The Team

Sheetal Dabasia

Operations Manager

In the office

Sheetal has worked with Sean and Kalpesh for 7 years.

She enjoys ensuring that all aspects of the business run efficiently. She also get great satisfaction watching our clients go through a complete journey with us and also get involved in building the plan with our advisers from time to time.

We actively encourage every member of our team to constantly improve their knowledge and expertise. To date, Sheetal has achieved the following qualifications:

  • BSc Finance and Accounting
  • Diploma in Financial Planning (DipPFS)

Out of the office

In her spare time, Sheetal enjoys spending time with her family, being outdoors and playing badminton.

Get to know Sheetal

Are you a morning person or night owl?
“Night owl”

Where is your ideal holiday destination?
“Somewhere around 25 degrees with lots to do outdoors. Not too hot, definitely not cold!”

What is the most rewarding part of your job?
“Learning, helping clients and seeing them happy with the outcome”

Contact Sheetal

Tel: 0203 887 6630


Address: Cardinal Point, Park Road, Rickmansworth, Herts, WD3 1RE

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