I left university in 1992 with a Business Studies with Finance Degree embarking on a career within the Financial Services industry with Life Association of Scotland.
In 1993 I became an Independent Financial Adviser providing holistic Independent Financial and Mortgage Advice, as well as promoting Investment Opportunities in Property Investment both in the UK and abroad.
In April 2015, I accepted an invitation to become an Partner Practice of St. James's Place providing tax efficient investment planning, corporate advice and personal mortgages and protection.
My personal interests include, playing Badminton, Supporting Liverpool Football Club and watching Movies and spending time with my young family on holiday and family days out.
Nishi joined Vinay as part of the team in 2001 and has worked closely with Vinay providing him and his clients with Administration Support and has become an integral part of the business. She is well known by our clients for providing a friendly and personal service and thrives on providing support to them especially around mortgages and protection.
Nishi has a large family around her and has a teenage daughter and this keeps her busy during her spare time.
Samit joined us in August 2015 after completing his Masters’ Degree in Economics and Finance. Samit started his journey as an administrator, he then successfully completed an internal St. James's Place Academy Course to become a Paraplanner. At the same time, he has gained his Diploma in Financial Planning. He has now moved into this new role as an Adviser where he will be offering holistic financial advice.
Samit is a keen Manchester United fan and also follows the NFL. He spends his leisure pursuing his hobbies around keeping fit and swimming as well as travelling in his spare time, looking to experience new places and cultures.