Areas of expertise
Clients value Sheetal’s expertise in helping them and their families make informed decisions about their finances. He advises on all aspects of finance (including investment, pension and tax planning) and appreciates the importance of providing a service to meet the differing needs of clients. Sheetal recognises that by forming strong partnerships with clients enables them to meet their short, medium and long term goals.
Sheetal has over 20 years of financial services experience and started his career in investment banking before moving into wealth management and financial planning. One of a select few that is a Chartered Wealth Manager, he has also attained the highly regarded Chartered Financial Analyst (CFA) designation.