Sheetal Radia

Sheetal Radia

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.

Background

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.

 

Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits