Prithpal Saimbi
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Prithpal Saimbi Email & Phone Number

Senior Advice Technician at AFH Wealth Management
Location: West Midlands, England, United Kingdom 14 work roles 1 school
1 work email found @googlemail.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
Role
Senior Advice Technician
Location
West Midlands, England, United Kingdom
Company size

Who is Prithpal Saimbi? Overview

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Quick answer

Prithpal Saimbi is listed as Senior Advice Technician at AFH Wealth Management, a company with 394 employees, based in West Midlands, England, United Kingdom. AeroLeads shows a work email signal at googlemail.com and a matched LinkedIn profile for Prithpal Saimbi.

Prithpal Saimbi previously worked as Technical Adviser at Close Brothers Asset Management and Executive Committee Member at Asian Business Chamber Of Commerce. Prithpal Saimbi holds Law from The University Of Sheffield.

Company email context

Email format at AFH Wealth Management

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{first}{last}@googlemail.com
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Profile bio

About Prithpal Saimbi

As a passionate member of the Financial Planning Profession, I provide technical and advice assurance oversight in many complex advice areas by working alongside Financial Planners to ensure recommendations aim to achieve clients' goals and objectives.

Listed skills include Pensions, Strategic Financial Planning, Financial Services, Financial Advisory, and 14 others.

Current workplace

Prithpal Saimbi's current company

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AFH Wealth Management
Afh Wealth Management
Senior Advice Technician
bromsgrove, worcestershire, united kingdom
Website
Employees
394
AeroLeads page
14 roles

Prithpal Saimbi work experience

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

Senior Advice Technician

Current

Bromsgrove, England, United Kingdom

Working within the Risk team providing advice and guidance to AFH Financial Planners in the following ways: - Support in complex financial planning and higher-level advice through case discussions, offering clear and considered decisions on cases which carry a high risk to the client, firm and the firm’s IFAs. - Pre-approval of high risk advice cases.

Aug 2022 - Present

Technical Adviser

West Midlands, United Kingdom

Providing technical support to the financial planners in the Midlands practice through the provision of recommendation reports and technical updates. Recommendation reports are constructed in line with meeting clients financial goals and objectives covering a vast range of Financial Planning needs including; investments, pensions, protection and.

Jan 2017 - Aug 2022

Executive Committee Member

Asian Business Chamber Of Commerce

Birmingham, United Kingdom

The Asian Business Chamber of Commerce (ABCC) was formed in 1987 and today acts as a gateway for any organisations looking to target the West Midlands Asian business community.The ABCC specialises in the business needs of Asian businesses in Greater Birmingham and the wide, and is, the most influential group of its kind in the West Midlands. We are the.

Apr 2018 - Apr 2019

President

Birmingham Insurance Institute

Birmingham, United Kingdom

The Birmingham Insurance Institute acts as local representation for the Chartered Insurance Institute. We are an open and welcoming group of volunteers, and if you feel that you would be able to help the Institute, or would just like to find out a bit more please contact the BII office on Birminghaminstitute@cii.co.uk. We can be found on LinkedIn and also.

Apr 2016 - Apr 2017

Senior Private Client Paraplanner

Birmingham, United Kingdom

Supporting two Financial Planners within the branch to inform and advise clients on financial strategies, plans and products. Tasks include researching, providing technical analysis and constructing recommendations in line with clients financial goals and objectives.Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange. Its.

Jul 2013 - Sep 2016

Deputy President

The Birmingham Insurance Institute
Apr 2015 - Apr 2016

Committee Member

Birmingham Insurance Institute Young Professionals Committee

Birmingham

Apr 2009 - Apr 2015

Vice Chair

Birmingham Insurance Institute Young Professionals Committee

Birmingham, United Kingdom

Apr 2012 - Apr 2013

Secretary

Birmingham Insurance Institute Young Professionals Committee
Apr 2011 - Apr 2012

Vice Chair

The Personal Finance Society Birmingham
Jan 2013 - Jan 2014

Financial Planner

Birmingham, United Kingdom

RSM Tenon Financial Management specialises in giving independent financial advice to High Net Worth and Corporate Clients.Successful completion of the firm’s intensive graduate training program undertaking various modules including Pensions Consultancy, Investments, Desk Based Adviser and Financial Adviser Modules whilst completing CII financial planning.

Sep 2007 - Feb 2012
Team & coworkers

Colleagues at AFH Wealth Management

Other employees you can reach at afhwm.co.uk. View company contacts for 394 employees →

1 education record

Prithpal Saimbi education

FAQ

Frequently asked questions about Prithpal Saimbi

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

What company does Prithpal Saimbi work for?

Prithpal Saimbi works for AFH Wealth Management.

What is Prithpal Saimbi's role at AFH Wealth Management?

Prithpal Saimbi is listed as Senior Advice Technician at AFH Wealth Management.

What is Prithpal Saimbi's email address?

AeroLeads has found 1 work email signal at @googlemail.com for Prithpal Saimbi at AFH Wealth Management.

Where is Prithpal Saimbi based?

Prithpal Saimbi is based in West Midlands, England, United Kingdom while working with AFH Wealth Management.

What companies has Prithpal Saimbi worked for?

Prithpal Saimbi has worked for Afh Wealth Management, Close Brothers Asset Management, Asian Business Chamber Of Commerce, Birmingham Insurance Institute, and Charles Stanley & Co. Limited.

Who are Prithpal Saimbi's colleagues at AFH Wealth Management?

Prithpal Saimbi's colleagues at AFH Wealth Management include Faisal Khan Acii, Melissa Jeanes, Debbie Nunney, Susannah Martin - Dippfs, Cert Cii (Mp), and Jackie Kaminskyj.

How can I contact Prithpal Saimbi?

You can use AeroLeads to view verified contact signals for Prithpal Saimbi at AFH Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Prithpal Saimbi attend?

Prithpal Saimbi holds Law from The University Of Sheffield.

What skills is Prithpal Saimbi known for?

Prithpal Saimbi is listed with skills including Pensions, Strategic Financial Planning, Financial Services, Financial Advisory, Investments, Wealth Management, Retirement Planning, and Inheritance Tax Planning.

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