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Basit D. Email & Phone Number
Financial Planning Director
at
Lloyds Wealth
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Director
Location
Surrey, England, United Kingdom
Who is Basit D.? Overview
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Quick answer
Basit D. is listed as Financial Planning Director at Lloyds Wealth, based in Surrey, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Basit D..
Basit D. previously worked as Financial Planning Director at Schroders Personal Wealth and Personal Wealth Advisor at Schroders Personal Wealth. Basit D. holds Diploma In Financial Planning, Financial Planning And Services, Pass from The Chartered Insurance Institute - Uk.
Company email context
Email format at Lloyds Wealth
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Lloyds Wealth
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Profile bio
About Basit D.
I am a highly motivated, dedicated and well organised service and sales individual who provides a world class experience to high net worth customers, ensuring a reliable, receptive and innovative advice to ensure that the customer is at the forefront of my day to day work. An individual who strives to achieve, exceed both internal and external customers’ expectations. Extremely supportive of colleagues, adaptive to change, who enjoys working as part of a team or on own initiative.
Current workplace
Basit D.'s current company
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Lloyds Wealth
Website
AeroLeads page
10 roles · 22 years
Basit D. work experience
A career timeline built from the work history available for this profile.
Financial Planning Director
Personal Wealth Advisor
Jul 2019 - Jan 2023
Private Banking Advice Manager
Jun 2017 - Jul 2019
Premier Relationship Manager
Jul 2014 - May 2017
Senior Premier Wealth Relationship Manager - Hnw
Sep 2013 - Jul 2014
International Wealth Manager - Hnw
Wealth Manager for premier clients within the UAE and Middle East on behalf of HSBC Expat. I provide holistic financial advice to my clients in order to meet their financial requirements in full. This includes protection, retirement planning, savings and investments.
Dec 2010 - Sep 2013
Senior Financial Planning Manager
I provided Holistic Financial Advice to a broad selection of clients. The advice provided was based on a multi tied approach for investment, pension, inheritance tax and insurances. My role included liaising with both internal and external customers to provide the very best client experience.
Jun 2008 - Dec 2010
Financial Planning Manager
I provided Holistic Financial Advice to a broad selection of clients. The advice provided was based on a multi tied approach for investment, pension, inheritance tax and insurances. My role included liaising with both internal and external customers to provide the very best client experience.
Jan 2007 - Jun 2008
Mortgage Manager
2005 - 2006
~1 yr
2 education records
Basit D. education
Diploma In Financial Planning, Financial Planning And Services, Pass
The Chartered Insurance Institute - Uk
International Affairs, Bachelor Of Arts
Military Academy
FAQ
Frequently asked questions about Basit D.
Quick answers generated from the profile data available on this page.
What company does Basit D. work for?
Basit D. works for Lloyds Wealth.
What is Basit D.'s role at Lloyds Wealth?
Basit D. is listed as Financial Planning Director at Lloyds Wealth.
Where is Basit D. based?
Basit D. is based in Surrey, England, United Kingdom while working with Lloyds Wealth.
What companies has Basit D. worked for?
Basit D. has worked for Lloyds Wealth, Schroders Personal Wealth, Lloyds Banking Group, Hsbc, and Natwest.
How can I contact Basit D.?
You can use AeroLeads to view verified contact signals for Basit D. at Lloyds Wealth, including work email, phone, and LinkedIn data when available.
What schools did Basit D. attend?
Basit D. holds Diploma In Financial Planning, Financial Planning And Services, Pass from The Chartered Insurance Institute - Uk.
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