Basit D.
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Basit D. Email & Phone Number

Financial Planning Director at Schroders Personal Wealth
Location: Surrey, England, United Kingdom 9 work roles 2 schools
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Current company
Schroders Personal Wealth
Role
Financial Planning Director
Location
Surrey, England, United Kingdom
Company size
624 employees

Who is Basit D.? Overview

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Quick answer

Basit D. is listed as Financial Planning Director at Schroders Personal Wealth, a company with 624 employees, based in Surrey, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Basit D..

Basit D. previously worked as Personal Wealth Advisor at Schroders Personal Wealth and Private Banking Advice Manager at Lloyds Banking Group. Basit D. holds Diploma In Financial Planning, Financial Planning And Services, Pass from The Chartered Insurance Institute - Uk.

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Email format at Schroders Personal Wealth

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Schroders Personal 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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Schroders Personal Wealth
Schroders Personal Wealth
Financial Planning Director
london, greater london, united kingdom
Website
spw.com
Employees
624
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Company profile
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9 roles · 21 years

Basit D. work experience

A career timeline built from the work history available for this profile.

Premier Relationship Manager

Hsbc

Camberley, Surrey

Jul 2014 - May 2017

Senior Premier Wealth Relationship Manager - Hnw

Hsbc

Dubai, UAE

Sep 2013 - Jul 2014

International Wealth Manager - Hnw

Hsbc

Dubai

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

Hsbc

United Kingdom

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

Natwest

United Kingdom

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
Team & coworkers

Colleagues at Schroders Personal Wealth

Other employees you can reach at spw.com. View company contacts for 624 employees →

TA Tillie Aldworth Tillie Aldworth Colleague at Schroders Personal Wealth United Kingdom, United Kingdom View → MS Milan Shah, Ba (Hons.), Dippfs Milan Shah, Ba (Hons.), Dippfs Colleague at Schroders Personal Wealth United Kingdom, United Kingdom View → GN Graeme Newbold - Chartered Financial Planner Graeme Newbold - Chartered Financial Planner Colleague at Schroders Personal Wealth United Kingdom, United Kingdom View → LK Lesa Kilby Apfs, Chartered Financial Planner Lesa Kilby Apfs, Chartered Financial Planner Colleague at Schroders Personal Wealth Greater Oxford Area, United Kingdom View → JC Jo Clarke Acma, Cgma Jo Clarke Acma, Cgma Colleague at Schroders Personal Wealth United Kingdom, United Kingdom View → JK Joseph Kitching Dipfa Joseph Kitching Dipfa Colleague at Schroders Personal Wealth Greater Leeds Area, United Kingdom View → DT Daniel Theyer Dippfs Personal Wealth Adviser Daniel Theyer Dippfs Personal Wealth Adviser Colleague at Schroders Personal Wealth Breaston, England, United Kingdom, United Kingdom View → LC Lewis Cope Lewis Cope Colleague at Schroders Personal Wealth United Kingdom, United Kingdom View → TC Tom C. Tom C. Colleague at Schroders Personal Wealth Greater Norwich Area, United Kingdom, United Kingdom View → EM Edward Massam Edward Massam Colleague at Schroders Personal Wealth West End, England, United Kingdom, United Kingdom View →
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

Activities and Societies: Leadership skills, Team building, Public speaking, Planning

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 Schroders Personal Wealth.

What is Basit D.'s role at Schroders Personal Wealth?

Basit D. is listed as Financial Planning Director at Schroders Personal Wealth.

Where is Basit D. based?

Basit D. is based in Surrey, England, United Kingdom while working with Schroders Personal Wealth.

What companies has Basit D. worked for?

Basit D. has worked for Schroders Personal Wealth, Lloyds Banking Group, Hsbc, Natwest, and Lloyds Bank.

Who are Basit D.'s colleagues at Schroders Personal Wealth?

Basit D.'s colleagues at Schroders Personal Wealth include Tillie Aldworth, Milan Shah, Ba (Hons.), Dippfs, Graeme Newbold - Chartered Financial Planner, Lesa Kilby Apfs, Chartered Financial Planner, and Jo Clarke Acma, Cgma.

How can I contact Basit D.?

You can use AeroLeads to view verified contact signals for Basit D. at Schroders Personal 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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