Ashish Popat Cemap Dipfa Email & Phone Number

Colchester, England, United Kingdom

At Arvan Wealth, It all starts with one-to-one, face-to-face advice. I am here to help you embrace your tomorrow and plan for your future. Supporting you in your saving goals, be it for your children’s education or your parents’ care.We can make your wealth the asset it was always meant to be. Let’s begin today.You can talk to us about the below services:- Investment Planning- Retirement Planning- Inheritance Tax Planning- Mortgages- Protection… Show more At Arvan Wealth, It all starts with one-to-one, face-to-face advice. I am here to help you embrace your tomorrow and plan for your future. Supporting you in your saving goals, be it for your children’s education or your parents’ care.We can make your wealth the asset it was always meant to be. Let’s begin today.You can talk to us about the below services:- Investment Planning- Retirement Planning- Inheritance Tax Planning- Mortgages- Protection PlanningYour home may be repossessed if you do not keep up repayments on your mortgage. Show less

London, United Kingdom

Hoyl offers a comprehensive one stop shop of financial services to its personal and corporate clients. The company’s fundamental ethos is to offer the very best advice to the clients in all areas of financial services and it believe strongly in ethical conduct.As an Independent Financial Adviser I provide whole of market independent advice in the areas of: Retirement Planning, Auto-Enrolment qualifying pension schemes, Investments, Protection and Mortgages.Key Responsibilities:… Show more Hoyl offers a comprehensive one stop shop of financial services to its personal and corporate clients. The company’s fundamental ethos is to offer the very best advice to the clients in all areas of financial services and it believe strongly in ethical conduct.As an Independent Financial Adviser I provide whole of market independent advice in the areas of: Retirement Planning, Auto-Enrolment qualifying pension schemes, Investments, Protection and Mortgages.Key Responsibilities: • Having meetings with clients face to face and non-face to face both• Researching financial products• Explaining details of products so that clients can make informed choices• Preparing clear recommendations• Meeting KPI and sales targets• Keeping detailed records and generating referrals. • Dealing with client enquiries and monitoring funds under management• Producing financial reports and explaining clients in detail• Keeping clients regularly updated about their investments and pensions and undertaking reviews• Keeping up to date with new products and changes in the lawClient reviews - Rated 4.8 / 5: https://www.vouchedfor.co.uk/financial-advisor-ifa/ilford/031942-ashish-popat/reviews Show less

London, United Kingdom

As a qualified financial adviser I advise my clients to make a well informed decision to choose financial products and services which includes Investments, savings, pensions, mortgages and protection.

London, England, United Kingdom

Face to face fact find with client using OWS online platform and give appropriate advice based on their affordability. I possess the ability to work independently to meet strict compliance requirements. Mentoring colleagues and new recruits.• Authorised to advise on personal protections products of Zurich, LV= & MetLife.• Authorised to advise on General Insurance product from Payment Shield.• Conduct face to face meeting with client at home or work.• Products presentation… Show more Face to face fact find with client using OWS online platform and give appropriate advice based on their affordability. I possess the ability to work independently to meet strict compliance requirements. Mentoring colleagues and new recruits.• Authorised to advise on personal protections products of Zurich, LV= & MetLife.• Authorised to advise on General Insurance product from Payment Shield.• Conduct face to face meeting with client at home or work.• Products presentation, identifying and establishing clients need• Handling clients queries in line with company’s policy and regulatory guidelines• Review clients financial needs and provide detailed recommendations Show less

London, England, United Kingdom

Authorised to advise on MetLife’s personal protections products like Life Protection, Income Protection and Accident Protection.Build existing client base by self-generating appointmentConduct a detail fact find with client, advice on appropriate actions based on their objectives, financial position, attitude to risk and affordability and provide detailed recommendations.Handling clients’ queries in line with company’s policy and regulatory guidelines also possess the… Show more Authorised to advise on MetLife’s personal protections products like Life Protection, Income Protection and Accident Protection.Build existing client base by self-generating appointmentConduct a detail fact find with client, advice on appropriate actions based on their objectives, financial position, attitude to risk and affordability and provide detailed recommendations.Handling clients’ queries in line with company’s policy and regulatory guidelines also possess the ability to work independently to meet strict compliance requirements. Show less

London, England, United Kingdom

Space selling for magazines including Eastern Eye, Asian Trader, Pharmacy Business and Garavi Gujarat. Managing digital sales for www.gg2.net & www.easterneye.euManage Sponsorship for different events :GG2 Leadership & Diversity Awards which recognises and rewards individuals who have excelled and broken through glass ceiling.Asian Trader Awards - Recognises excellence in independent food and drink retailing since 1988.Pharmacy Business Awards - recognises excellence in… Show more Space selling for magazines including Eastern Eye, Asian Trader, Pharmacy Business and Garavi Gujarat. Managing digital sales for www.gg2.net & www.easterneye.euManage Sponsorship for different events :GG2 Leadership & Diversity Awards which recognises and rewards individuals who have excelled and broken through glass ceiling.Asian Trader Awards - Recognises excellence in independent food and drink retailing since 1988.Pharmacy Business Awards - recognises excellence in pharmacy sector and attracts the most influential people in pharmacy.Asian Business Awards - Recognises success of the Asian Business Community in the UK.Asian Rich List 101 - Lists the richest Asians in the UK Show less

London, England, United Kingdom

Space Selling for Asian Voice, Gujarat Samachar, British Asian Woman, British Punjabis, Finance Banking Insurance, British Tamils, Careers in Accountancy , Health Care , Love Gujarat (Coffee table book)New Business Development Managing marketing ( advertising / sponsorship) campaigns for Corporates, SME'S, Government Department and agenciesCreating brand awareness opportunity for clients through sponsorship of events such as Asian Achievers Awards and Political and public… Show more Space Selling for Asian Voice, Gujarat Samachar, British Asian Woman, British Punjabis, Finance Banking Insurance, British Tamils, Careers in Accountancy , Health Care , Love Gujarat (Coffee table book)New Business Development Managing marketing ( advertising / sponsorship) campaigns for Corporates, SME'S, Government Department and agenciesCreating brand awareness opportunity for clients through sponsorship of events such as Asian Achievers Awards and Political and public Life Awards Show less

Vadodara, Gujarat, India

Managing the resource hiring, training & development for the cluster. Dealing with internal & external parties to ensure accurate & timely resolution of issues across the cluster.Providing data analysis of competition & market mapping to the senior management.

Vadodara, Gujarat, India

Responsible for 5 Sales Managers and 5 Agency Associates for recruitment, development & retention of financial advisers to achieve sales targets and reach their business development goal.Managing multiple functions such as Sales, Marketing, Operations & regulatory requirement’s implementation through training programs.

Vadodara, Gujarat, India

Managing inactive and underperforming 30 financial consultants.Achieved business targets through imparting knowledge regarding industry, company’s products and procedures and other incentives and motivational programs. Providing necessary reports to enable review & presentation of the planned numbers.

Vadodara, Gujarat, India

Appointing and managing channel partners, direct sales to corporate clients, small & medium enterprises and individual customers. Monitored timely remittance of bills by leading a team of executives.

Certificate In Mortgage Advice And Practice - Cemap

Diploma For Financial Advisers - Dipfa

Master Of Commerce (M. Com), Business Administration

Bachelor Of Commerce (B.Com.), Marketing Management