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Geeta Vaitha is listed as Managing Director & Independent Financial Adviser at Blue Cherry Financial Solutions Ltd. at Blue Cherry Financial Solutions Limited, a company with 2 employees, based in Leicester, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Geeta Vaitha.
Geeta Vaitha previously worked as Managing Director and Independent Financial Adviser at Blue Cherry Financial Solutions Limited and Financial Adviser at True Potential Llp. Geeta Vaitha holds Diploma For Financial Advisers - Dipfa ®, Financial Planning | Investment Advice | Pensions Advice from Ifs University College.
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I support clients located throughout the UK, providing holistic financial advice on investments, pensions, mortgages, in addition to protection solutions for the home and the family, including life insurance, critical illness insurance and income protection insurance. I also provide information and guidance related to estate planning,As a very experienced financial professional and a fully qualified Financial Adviser (QCF Level 4), my primary and most rewarding role is to provide financial solutions for the benefit of personal retail clients and business clients, and to maintain an on going business relationship to match their respective requirements and preferences. My business model ensures that all clients initially benefit from a free consultation, which enables me to design personalised financial solutions and to ensure my recommendations are entirely appropriate to the needs of my valued clients. The most sought after financial planning areas include:• Protecting against the loss of the family home• Protecting against the loss of the family lifestyle• Protecting businesses against the loss of key persons• Retirement planning and pensions advice for individuals• Retirement planning and pensions advice for employers• Retirement planning for automatic enrolment• Wealth management and investment advice• Organising the family finances• Property investment and mortgage advice• Information and guidance related to estate planning and inheritance tax planningAlthough I am based in Leicester, the above financial planning needs can be addressed and provided for clients throughout all the regions of the UK. Furthermore, my background and experience also enables me to help many people by providing financial advice in languages other than English, including each of the following:• Gujarati• Hindi• Punjabi• Urdu• Swahili
Listed skills include Pensions, Investments, Retirement Planning, Inheritance Tax Planning, and 46 others.
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Leicester, United Kingdom
Active in the provision of financial solutions to retail and business clients, including life insurance, life assurance, investments, savings, mortgages, personal pensions, SIPPs, and group pensions for businesses, including those requiring pension schemes for automatic enrolment. The demand for independent financial advice and pensions advice has grown.
Leicester, United Kingdom
Previously active in the provision of financial solutions to retail and business clients, including life insurance, life assurance, investments, savings, mortgages, personal pensions, SIPPs, and group pensions for businesses, including those requiring pension schemes for automatic enrolment.
Leicester, United Kingdom
Active in the provision of financial advice to retail clients, including life assurance, critical illness insurance, income protection insurance, pensions advice, and investment advice.
Active in the provision of personal banking services to retail clients, including current accounts, savings accounts, personal loans and mortgages, and advice on managing the family finances. In this role, as in all the roles I have held, customer service has always been given the highest priority.
Activities and Societies: Student support activities.The Diploma for Financial Advisers (DipFA ®) is a QCF Level 4 qualification. It is a.
Activities and Societies: Activities within various student support groups.The Certificate for Financial Advisers (CeFA ®) is a QCF* Level.
Activities and Societies: Student support activities.The Certificate in Mortgage Advice and Practice (CeMAP ®) is a QCF Level 3.
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Geeta Vaitha works for Blue Cherry Financial Solutions Limited.
Geeta Vaitha is listed as Managing Director & Independent Financial Adviser at Blue Cherry Financial Solutions Ltd. at Blue Cherry Financial Solutions Limited.
Geeta Vaitha is based in Leicester, England, United Kingdom while working with Blue Cherry Financial Solutions Limited.
Geeta Vaitha has worked for Blue Cherry Financial Solutions Limited, True Potential Llp, and Banco Santander.
You can use AeroLeads to view verified contact signals for Geeta Vaitha at Blue Cherry Financial Solutions Limited, including work email, phone, and LinkedIn data when available.
Geeta Vaitha holds Diploma For Financial Advisers - Dipfa ®, Financial Planning | Investment Advice | Pensions Advice from Ifs University College.
Geeta Vaitha is listed with skills including Pensions, Investments, Retirement Planning, Inheritance Tax Planning, Financial Services, Savings, Critical Illness, and Estate Planning.
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