Dharmesh Parmar Email & Phone Number

Manchester, England, Gb

Manchester, England, United Kingdom

Manchester Area, United Kingdom

Manchester, England, United Kingdom

• Responsible for the end to end advice process for both new and existing clients• Advised on all areas of Financial Planning, including Complex IHT Planning, Business Exits, Pensions & Retirement Planning and Insurance planning. • Responsible for meeting and exceeding FUM and fee targets• Exceeded my FUM target by 3.5x and fees target by 25% in FY21• Retained over £30m of assets from departing advisers• Average client value of c. £450k• Responsible for dealing with senior internal stakeholders to develop leads• Assisted a managing partner in the development of their own business, being involved with various cases, such as £100m business sale, £10m+ serious injury settlements plus non-dom/non-res work

Manchester, United Kingdom

• Responsible for the end to end advice process for both new and existing clients•• Responsible for meeting and exceeding FUM and fee targets• Exceeded my FUM target by 53% and fees target by 35% in FY18/19• Exceeded pro-rata'd FUM Target by 34% and fees target by 20% in FY19/20• These figures are based a ‘standing start’, with no clients in a brand-new proposition to the company• Also covered other offices when previous advisers left the company• Retained over £35m of assets, introduced c. £4m of new assets whilst doing this• Average client value of c. £900k• Successful retention of c. £175,000 recurring fees, plus £60,000 new initial and recurring fees• Responsible for dealing with senior internal stakeholders to develop leads for the new team• Assisted with the development and refinement of the Wealth Pilot proposition

Lancashire

• Attended client meetings alongside a senior consultant, undertake client fact finds and responsible for follow up actions • Advised on new and existing investments and protection and investment plans• Responsible for writing reports relating to investments, pensions and protection planning• Designed and presented a new, improved financial planning proposition to the team

Preston, Lancashire

• Attend client meetings, undertake client fact finds and responsible for follow up actions• Advise on new and existing investments and protection plans• Advised on Auto Enrolment solutions• Responsible for restructuring all template suitability reports• Responsible for writing new and replacement investment and pension reports• Assisting with the re-launch of a new, better defined client proposition• Managed and implemented a new website • Achieved Competent Adviser Status and CF30• Used Adviser Office, Dynamic Planner, Financial Express and various investment platforms

Preston, United Kingdom

• TUPE transfer from Baker Tilly to Towry• Responsible for writing reports in an accurate and timely manner• Recruited to a specialist project around the analysis of replacement business• Use of Xplan, Xtools, and Moneyscope tools