Financial Consultant (Dentists)
CurrentProviding specialist financial advice to dentists.
Sep 2015 - Present
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Bal Thandi Email & Phone Number
Financial Consultant (Dentists) Wesleyan Assurance Society
at
Wesleyan Assurance Society
1 work email found
@wesleyan.co.uk
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant (Dentists) Wesleyan Assurance Society
Location
London, England, United Kingdom
Company size
Who is Bal Thandi? Overview
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Quick answer
Bal Thandi is listed as Financial Consultant (Dentists) Wesleyan Assurance Society at Wesleyan Assurance Society, a company 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 Financial Consultant (Dentists) at Wesleyan Assurance Society and Adjudicator at The Financial Ombudsman Service. Bal Thandi holds Cf6 Mortgage Planning from Chartered Insurance Institute.
Company email context
Email format at Wesleyan Assurance Society
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{first}.{last}@wesleyan.co.uk
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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 →
SC
Sarah Cooper
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom, United Kingdom
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ND
Nicola Deane
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom, United Kingdom
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SB
Steven Broadbridge
Colleague at Wesleyan Assurance SocietyCanterbury, England, United Kingdom, United Kingdom
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VW
Veera W.
Colleague at Wesleyan Assurance SocietyBirmingham, England, United Kingdom, United Kingdom
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MB
Magda Bochenek
Colleague at Wesleyan Assurance SocietyWednesbury, England, United Kingdom, United Kingdom
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RJ
Rebecca Johnson
Colleague at Wesleyan Assurance SocietyBournemouth, England, United Kingdom, United Kingdom
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GM
Gemma Mclaughlan
Colleague at Wesleyan Assurance SocietyUnited Kingdom, United Kingdom
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T(
Ted (Edwin) Dennis
Colleague at Wesleyan Assurance SocietyLeicester, England, United Kingdom, United Kingdom
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HJ
Hannah Jones
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom, United Kingdom
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JW
James Willcock
Colleague at Wesleyan Assurance SocietySolihull, England, United Kingdom, United Kingdom
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Sarah Cooper
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom, United Kingdom
View →
ND
Nicola Deane
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom, United Kingdom
View →
SB
Steven Broadbridge
Colleague at Wesleyan Assurance SocietyCanterbury, England, United Kingdom, United Kingdom
View →
VW
Veera W.
Colleague at Wesleyan Assurance SocietyBirmingham, England, United Kingdom, United Kingdom
View →
MB
Magda Bochenek
Colleague at Wesleyan Assurance SocietyWednesbury, England, United Kingdom, United Kingdom
View →
RJ
Rebecca Johnson
Colleague at Wesleyan Assurance SocietyBournemouth, England, United Kingdom, United Kingdom
View →
GM
Gemma Mclaughlan
Colleague at Wesleyan Assurance SocietyUnited Kingdom, United Kingdom
View →
T(
Ted (Edwin) Dennis
Colleague at Wesleyan Assurance SocietyLeicester, England, United Kingdom, United Kingdom
View →
HJ
Hannah Jones
Colleague at Wesleyan Assurance SocietyWest Midlands, England, United Kingdom, United Kingdom
View →
JW
James Willcock
Colleague at Wesleyan Assurance SocietySolihull, England, United Kingdom, 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) Wesleyan Assurance Society 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 Sarah Cooper, Nicola Deane, Steven Broadbridge, Veera W., and Magda Bochenek.
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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