Financial Planner
I was raised in Yorkshire and read economics at Bristol University prior to starting my financial services career. I have worked in the wealth management industry since 2015, providing wide-ranging advice for private clients and families, trusts and charities. A typical day is spent speaking to clients to discuss their financial situation and providing advice covering a wide range of areas such as pensions and investments, life cover and estate planning.
A bit about me:
I am a sports enthusiast and will usually be watching or attempting to play some sport in my spare time! I am also a PFS Education Champion, delivering lessons to children on financial soundness and understanding of financial terms.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
A positive approach and a desire to provide the best solution for our clients.
Contact:
Jag.Singh@canaccord.com