Personal Information
Organización/Lugar de trabajo
New Delhi Area, India India
Ocupación
Wealth Consultant at deVere Group
Sector
Finance / Banking / Insurance
Acerca de
Currently employed with deVere Group after 4 years of financial services and consulting experience with various reputed organisations it's safe to say I've inherited a fair amount of knowledge when it comes to helping clients from all backgrounds and circumstances, while being lucky enough to work closely with the market leading organisations
As a Wealth Consultant my Services include:
✔ Unlocking frozen UK pensions
✔ FATCA & US citizen advice
✔ Offshore Tax efficient savings.
✔ Education Fee Planning
✔ Retirement Planning Provisions
✔ Qualified Recognised Overseas Pension Schemes (QROPS)
✔ SIPPS
✔ Lump Sum Investments
✔ Asset and Portfolio Management
✔ Tax Trust a