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Senior Adviser

Background / Experience

Minesh started his working life in the retail industry in 1982, recounting that he almost fell into Financial Services in 1988 having seen an opportunity to enjoy a greater work-life balance.

In those days Minesh was fitter (slimmer) and into a variety of sports. Financial services offered time to keep fit and active and still work a full working week.

Minesh is a member of the Personal Finance Society & the CISI, holding the Financial Planning Diploma. Over the course of the past 20 years, he’s enjoyed working with clients to develop their own work-life balance.

Helping clients to understand what they do, why they do it and whether they can financially afford to carry on doing it plays a crucial part in ensuring clients benefit from a balanced approach in life.

Outside Work

These days, sport for Minesh is pretty limited to playing golf, although he attempts to keep up with his two growing boys.

Personal Wealth Management

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