Financial Consultant (Dentists)
CurrentProviding specialist financial advice to dentists.
Sep 2015 - Present
AeroLeads people directory · profile
Bal Thandi Email & Phone Number
Financial Consultant (Dentists)
at
Wesleyan Assurance Society
1 work email found
@wesleyan.co.uk
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant (Dentists)
Location
London, England, United Kingdom
Company size
Who is Bal Thandi? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bal Thandi is listed as Financial Consultant (Dentists) at Wesleyan Assurance Society, a with 1200 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at wesleyan.co.uk and a matched LinkedIn profile for Bal Thandi.
Bal Thandi previously worked as Adjudicator at The Financial Ombudsman Service and Financial Adviser at Lloyds Bank Plc. Bal Thandi holds Cf6 Mortgage Planning from Chartered Insurance Institute.
Company email context
Email format at Wesleyan Assurance Society
This section adds company-level context without repeating Bal Thandi's masked contact details.
{first}.{last}@wesleyan.co.uk
89% confidence
AeroLeads found 1 current-domain work email signal for Bal Thandi. Compare company email patterns before reaching out.
Profile bio
About Bal Thandi
Providing Financial Planning advice for a niche market - tailored towards Dentists on Protection, Investments, Banking, Insurance and Mortgages.
Listed skills include Retail Banking, Banking, Financial Services, Investments, and 46 others.
Current workplace
Bal Thandi's current company
Company context helps verify the profile and gives searchers a useful next step.
Wesleyan Assurance Society
6 roles
Bal Thandi work experience
A career timeline built from the work history available for this profile.
Apr 2015 - Sep 2015
Financial Adviser
Regulated advice on investments, life, income protection and critical illness portfolio.
Oct 2010 - Apr 2015
Bank Manager
Achieve sales and service targets in a Town Centre Retail outlet comprising Account Manager, Personal Banking Managers, Service Manager and Cashiers. Also use people skills to develop and coach staff as well as manage the whole team
Jan 2002 - Oct 2010
Business Development Consultant
Coach and develop sales managers in Lloyds TSB outlet as well as deliver sales techniques, presentations and new products to cashiers, sellers and bank managers
Aug 1998 - Jan 2000
Tsb Bank Plc
Tsb Bank
Cashiering, Customer Service as well as a non regulated adviser advising on General Insurance Products and Mortgages. Consistent high performer in sales. Highly focused and driven to achieve sales and service targets.
Dec 1984 - Aug 1998
Team & coworkers
Colleagues at Wesleyan Assurance Society
Other employees you can reach at wesleyan.co.uk. View company contacts for 1200 employees →
SM
Stuart Mann
Colleague at Wesleyan Assurance SocietyWarrington, England, United Kingdom
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KO
Keith Osborne
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom
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HJ
Hannah Jones
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom
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JS
John Stanbridge - Dip Cii
Colleague at Wesleyan Assurance SocietySt. Helier, Jersey
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CC
Chris Carr
Colleague at Wesleyan Assurance SocietySolihull, England, United Kingdom
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SL
Susan Lydall
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom
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VB
Vince Barry
Colleague at Wesleyan Assurance SocietyDorchester, England, United Kingdom
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AT
Andrew Thompson
Colleague at Wesleyan Assurance SocietyWakefield, England, United Kingdom
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PS
Peter Simcock Dippfs, Certcii (Mp)
Colleague at Wesleyan Assurance SocietyTyldesley, England, United Kingdom
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DA
Dean Astle Dipfa
Colleague at Wesleyan Assurance SocietyBrecon, Wales, United Kingdom
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Stuart Mann
Colleague at Wesleyan Assurance SocietyWarrington, England, United Kingdom
View →
KO
Keith Osborne
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom
View →
HJ
Hannah Jones
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom
View →
JS
John Stanbridge - Dip Cii
Colleague at Wesleyan Assurance SocietySt. Helier, Jersey
View →
CC
Chris Carr
Colleague at Wesleyan Assurance SocietySolihull, England, United Kingdom
View →
SL
Susan Lydall
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom
View →
VB
Vince Barry
Colleague at Wesleyan Assurance SocietyDorchester, England, United Kingdom
View →
AT
Andrew Thompson
Colleague at Wesleyan Assurance SocietyWakefield, England, United Kingdom
View →
PS
Peter Simcock Dippfs, Certcii (Mp)
Colleague at Wesleyan Assurance SocietyTyldesley, England, United Kingdom
View →
DA
Dean Astle Dipfa
Colleague at Wesleyan Assurance SocietyBrecon, Wales, United Kingdom
View →
6 education records
Bal Thandi education
Cf6 Mortgage Planning
Chartered Insurance Institute
Level 4 Diploma For Financial Advisers
Institute Of Financial Studies
Management Diploma, Business Administration And Management, General
Fpc 1/2/3 In Financial Planning
Chartered Insurance Institute
Education record
Eastbury Comprehensive
Specialist Financial Advice
Ripple Juniors
FAQ
Frequently asked questions about Bal Thandi
Quick answers generated from the profile data available on this page.
What company does Bal Thandi work for?
Bal Thandi works for Wesleyan Assurance Society.
What is Bal Thandi's role at Wesleyan Assurance Society?
Bal Thandi is listed as Financial Consultant (Dentists) at Wesleyan Assurance Society.
What is Bal Thandi's email address?
AeroLeads has found 1 work email signal at @wesleyan.co.uk for Bal Thandi at Wesleyan Assurance Society.
Where is Bal Thandi based?
Bal Thandi is based in London, England, United Kingdom while working with Wesleyan Assurance Society.
What companies has Bal Thandi worked for?
Bal Thandi has worked for Wesleyan Assurance Society, The Financial Ombudsman Service, Lloyds Bank Plc, Lloyds Banking Group, and Tsb Bank.
Who are Bal Thandi's colleagues at Wesleyan Assurance Society?
Bal Thandi's colleagues at Wesleyan Assurance Society include Stuart Mann, Keith Osborne, Hannah Jones, John Stanbridge - Dip Cii, and Chris Carr.
How can I contact Bal Thandi?
You can use AeroLeads to view verified contact signals for Bal Thandi at Wesleyan Assurance Society, including work email, phone, and LinkedIn data when available.
What schools did Bal Thandi attend?
Bal Thandi holds Cf6 Mortgage Planning from Chartered Insurance Institute.
What skills is Bal Thandi known for?
Bal Thandi is listed with skills including Retail Banking, Banking, Financial Services, Investments, Relationship Management, Portfolio Management, Wealth Management, and Financial Advisory.
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