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Trainee Adviser

At Courtiers

Kapil joined Courtiers in March 2019, with over 15 years' industry experience working in various roles ranging from support, research and paraplanning. He holds Chartered Financial Planner status and joins Courtiers from a top 10 globally recognised accountancy firm.

Background / Experience

Having previously worked for smaller and larger wealth management firms, Kapil believes in making the client advice process as engaging as possible in order to clearly identify and understand client objectives.

Outside Work

Kapil is married with one son. In his spare time, he enjoys keeping fit by going to the gym and playing football. Other than keeping fit he loves to travel and has a passion for anything gluten-free.


Personal Wealth Management

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