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Komal Joshi Cemap Cerer Dipfa Email & Phone Number

Senior Medical Financial Planner at Capstone Financial
Location: Egham, England, United Kingdom 12 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Capstone Financial
Role
Senior Medical Financial Planner
Location
Egham, England, United Kingdom
Company size
31 employees

Who is Komal Joshi Cemap Cerer Dipfa? Overview

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Quick answer

Komal Joshi Cemap Cerer Dipfa is listed as Senior Medical Financial Planner at Capstone Financial, a with 31 employees, based in Egham, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Komal Joshi Cemap Cerer Dipfa.

Komal Joshi Cemap Cerer Dipfa previously worked as Independent Financial Advisor at Chase De Vere and Assistant Vice President International at Barclays. Komal Joshi Cemap Cerer Dipfa holds Cemap from The London Institute Of Banking & Finance.

Company email context

Email format at Capstone Financial

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Capstone Financial

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Profile bio

About Komal Joshi Cemap Cerer Dipfa

Experienced independent financial Advisor with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Business Relationship Management, Risk Management, Business Development, Mortgage Lending, and Team Management.

Current workplace

Komal Joshi Cemap Cerer Dipfa's current company

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Capstone Financial
Capstone Financial
Senior Medical Financial Planner
Egham, GB
Website
capstone-financial.co.uk
Employees
31
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Company profile
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12 roles · 21 years

Komal Joshi Cemap Cerer Dipfa work experience

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

Independent Financial Advisor

Current
Chase De Vere

London, England, United Kingdom

Providing strategic advice across a variety of financial products and services.Assessing client’s overall financial picture, understand their needs and develop a solid financial plan.Guiding clients towards a profitable and secure financial decision.

Jul 2023 - Present

Assistant Vice President International

Barclays

London, United Kingdom

Apr 2018 - Jul 2023

Mortgage Advisor

Barclays

Slough, United Kingdom

I am currently providing mortgage solutions in a regulated environment to premiere retail clients within the branch and cloud network . The role requires managing branch staff to spot opportunities to make the customer aware of saving them money in one of the biggest outgoing they have. My job is to get the customer in the house and keep them there with protection as well. I pride myself in ensuring that the job is done to a high standard and that its uniform for all customers alike.

Mar 2015 - Jul 2023

Personal Banker

Santander Uk

Surrey, England, United Kingdom

Managing and fulfilling needs of the clients in branch based environment

Jul 2011 - Aug 2013

Store Manager

British Sky Broadcasting

Guildford, England, United Kingdom

Managing flagship retail store.

Jun 2010 - Aug 2011

Sales Manager

Sky
2010 - 2011 ~1 yr

Relationship Manager

Millennium Bcp

Lisbon, Portugal

Working as relationship manager in B2B role, advising strategically to banks and improving clients experience.

Jul 2008 - Jun 2009

Manager-Retail Loans

Icici Bank
2006 - 2008 ~2 yrs
Team & coworkers

Colleagues at Capstone Financial

Other employees you can reach at capstone-financial.co.uk. View company contacts for 31 employees →

AW Alan Worthington Alan Worthington Colleague at Capstone FinancialUnited Kingdom View → IT Ian Taylor Dippfs Ian Taylor Dippfs Colleague at Capstone FinancialBolton, England, United Kingdom View → RB Robert Beck Dippfs Cert Cii (Mp) Robert Beck Dippfs Cert Cii (Mp) Colleague at Capstone FinancialUlverston, England, United Kingdom View → DH Daniel Healey Daniel Healey Colleague at Capstone FinancialGreater Manchester, England, United Kingdom View → DS Dipak Sarvaiya Dipak Sarvaiya Colleague at Capstone FinancialAhmedabad, Gujarat, India View → RG Richard Goodier Dipcii Richard Goodier Dipcii Colleague at Capstone FinancialUnited Kingdom View → SJ Steve James Dipcii Steve James Dipcii Colleague at Capstone FinancialGreater Manchester, England, United Kingdom View → DN Deborah Newman Deborah Newman Colleague at Capstone FinancialGreater Manchester, England, United Kingdom View → MW Mei Woodcock Dipfa Mei Woodcock Dipfa Colleague at Capstone FinancialLiverpool, England, United Kingdom View → TA Tom Aitkenhead Tom Aitkenhead Colleague at Capstone FinancialUnited Kingdom View →
3 education records

Komal Joshi Cemap Cerer Dipfa education

FAQ

Frequently asked questions about Komal Joshi Cemap Cerer Dipfa

Quick answers generated from the profile data available on this page.

What company does Komal Joshi Cemap Cerer Dipfa work for?

Komal Joshi Cemap Cerer Dipfa works for Capstone Financial.

What is Komal Joshi Cemap Cerer Dipfa's role at Capstone Financial?

Komal Joshi Cemap Cerer Dipfa is listed as Senior Medical Financial Planner at Capstone Financial.

Where is Komal Joshi Cemap Cerer Dipfa based?

Komal Joshi Cemap Cerer Dipfa is based in Egham, England, United Kingdom while working with Capstone Financial.

What companies has Komal Joshi Cemap Cerer Dipfa worked for?

Komal Joshi Cemap Cerer Dipfa has worked for Capstone Financial, Chase De Vere, Barclays, Banco Santander, and Santander Uk.

Who are Komal Joshi Cemap Cerer Dipfa's colleagues at Capstone Financial?

Komal Joshi Cemap Cerer Dipfa's colleagues at Capstone Financial include Alan Worthington, Ian Taylor Dippfs, Robert Beck Dippfs Cert Cii (Mp), Daniel Healey, and Dipak Sarvaiya.

How can I contact Komal Joshi Cemap Cerer Dipfa?

You can use AeroLeads to view verified contact signals for Komal Joshi Cemap Cerer Dipfa at Capstone Financial, including work email, phone, and LinkedIn data when available.

What schools did Komal Joshi Cemap Cerer Dipfa attend?

Komal Joshi Cemap Cerer Dipfa holds Cemap from The London Institute Of Banking & Finance.

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