Neil Morjaria

Neil Morjaria Email and Phone Number

Financial Adviser and Estate Planner @ M & M Financial Services
London, England, GB
Neil Morjaria's Location
London Area, United Kingdom, United Kingdom
Neil Morjaria's Contact Details

Neil Morjaria work email

Neil Morjaria personal email

n/a
About Neil Morjaria

20 years of experience in the financial markets and financial services industry.

Neil Morjaria's Current Company Details
M & M Financial Services

M & M Financial Services

View
Financial Adviser and Estate Planner
London, England, GB
Website:
mandmgroup.co.uk
Employees:
13
Neil Morjaria Work Experience Details
  • M & M Financial Services
    Financial Adviser And Estate Planner
    M & M Financial Services
    London, England, Gb
    View
  • M & M Financial Services
    Financial Adviser & Estate Planner
    M & M Financial Services Oct 2023 - Present
    Harrow, England, United Kingdom
    Neil advises clients on retirement, investment and tax planning strategies using pensions, investments, protection and estate planning including will-writing services. As a firm, M & M also offer mortgage advice, commercial finance and general insurance brokerage services.
    View
  • Alka Financial Services Ltd
    Financial Adviser & Consultant
    Alka Financial Services Ltd Oct 2006 - Present
    Harrow, Wembley
    Neil advises on pensions, investments and inheritance tax planning as well as financial protection including life insurance and critical illness cover. He also offers will-writing and estate planning services.
    View
  • Aps Legal & Associates
    Wills & Trusts - Estate Planning Consultant
    Aps Legal & Associates Jun 2013 - Present
    Wills, Lasting Powers of Attorney, Estate Planning, Inheritance Tax Planning, Inter-generational Wealth Transfers, Probate services, Trust planning including Asset Protection Trusts, Business Property Relief.Delivering a professional and responsible service, providing absolute support and guidance for when it's needed the most. Everyone should have a Will, regardless of the size or value of their estate.Certified Member of the Institute of Professional Willwriters (IPW).
    View
  • M & N Insurance & Financial Services
    Financial Adviser & Consultant
    M & N Insurance & Financial Services Jul 2014 - Apr 2023
    Hendon, North London
    Neil was instrumental in developing and supporting the financial services department and advised clients on pensions, investments and inheritance tax planning as well as financial protection. He also offered will-writing and estate planning services. As a firm, M&N also offered private medical insurance and general insurance brokerage services.
  • British Stammering Association
    Board Trustee
    British Stammering Association Oct 2016 - Sep 2022
    London, United Kingdom
    View
  • London Capital Group / Fortis Bank
    Equity Trader
    London Capital Group / Fortis Bank Jul 2003 - Sep 2006
    London, United Kingdom
    Outright equities and ADR arbitrage on LSE, Eurex, NYSE and DAX and some pairs using long-short statistical correllation strategies.
    View
  • Dealing Edge (Nyc)
    Equity Trader
    Dealing Edge (Nyc) Sep 2001 - Jun 2003
    London, United Kingdom
    Dealing Edge was a start-up fund, capitalised by a highly successful New York based Nasdaq specialist trader and a London based inter-dealer broker. The idea behind the start-up was to teach a team of highly intelligent motivated individuals to replicate the trading techniques of the specialist trader in day-trading selective sector equities on the Nasdaq. We were the first to have Level 2 access licenses for Nasdaq in the UK.My primary sector focus was on trading bio-technology, software and semi-conductor stocks.
  • Ifds / State Street Bank
    Dealer
    Ifds / State Street Bank Sep 1999 - Aug 2001
    London, United Kingdom
    Fund management administration including Unit trust dealing, processing, registration and customer service administration. In charge for gathering management information and liaising with all Heads of department in order to produce accurate KPI reports for Directors on a weekly/monthly basis.
    View

Neil Morjaria Education Details

  • Loughborough University
    Loughborough University
    Bachelor Of Science (Bsc) Hons
  • Merchant Taylors' School
    Merchant Taylors' School
    A - Levels
  • Greensteds School, Kenya
    Greensteds School, Kenya
    O - Levels (Gce)

Frequently Asked Questions about Neil Morjaria

What company does Neil Morjaria work for?

Neil Morjaria works for M & M Financial Services

What is Neil Morjaria's role at the current company?

Neil Morjaria's current role is Financial Adviser and Estate Planner.

What is Neil Morjaria's email address?

Neil Morjaria's email address is ne****@****a.co.uk

What schools did Neil Morjaria attend?

Neil Morjaria attended Loughborough University, Merchant Taylors' School, Greensteds School, Kenya.

Who are Neil Morjaria's colleagues?

Neil Morjaria's colleagues are Rahul Rawat, Nirav Mehta.

Not the Neil Morjaria you were looking for?

  • Neil Morjaria

    Neil Morjaria
    Director Of Consulting - Web & Mobile Apps And User Experience At Cgi
    Greater Leicester Area
    3
    xibis.com, xibis.com, cgi.com

    2 0797098XXXX

  • Neil Morjaria

    Neil Morjaria
    Sales Director At Fruition Properties
    London
    1
    fruitionproperties.co.uk
View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.