Prithpal Saimbi Email & Phone Number

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 - Dealing with day-to-day advice and higher-level regulatory queries from other departments, undertaking research, providing informed responses and assisting in the development of advice and regulatory processes across the business.- Completing regulatory industry update summaries. - Assisting in delivering understandable and concise Financial Planning Report templates for use across the range of personal and corporate products and services provided, to deliver understandable and suitable financial outcomes for clients.With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.We believe that good financial advice shouldn’t cost the earth, and we are committed to using our position as one of the UK’s largest wealth management firms to provide the best possible service to our clients.Our expert financial planners offer you personalised advice that is tailored to your life and future goals.

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 tax-efficiency planning. Close Brothers Asset Management provides a complete financial planning and investment service to professionals, business owners, retirees and other high-net-worth individuals and multi-asset investment management to financial advisers, trustees, consultants, family offices and charities. Central to both propositions is an award-winning, institutional-quality investment capability.Close Brothers Asset Management has specialised in managing client portfolios for over 40 years and the financial planning and investment team are supported by more than 550 staff, working from 8 offices across the UK.Many solutions will involve capital at risk products. Tax rules can change and any benefits will depend on your individual circumstances.

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 only membership led organisation representing Asian businesses and businesses who want to tap into the Asian market in the West Midlands. The ABCC has served the interests of the Asian business community over the last 30 years in the greater Birmingham area by offering a complimentary range of benefits and services to that provided by the Birmingham Chamber of Commerce, and have acted as an influential voice for the views and opinions of its members. A vibrant and exciting programme of networking events, often based around religious festivals, and including the ABCC Annual Dinner and Awards offers members excellent networking opportunities to raise their profile and make new contacts.Further promotional avenues include advertising, exhibiting and sponsorship opportunities, Patronage, all designed to maximise exposure and support the aims and objectives of sponsors.With the growing influence of the diverse ethnic communities in Birmingham, the ABCC is playing key role in effectively engaging with the largest group that have strong links to South Asia. Excellent relationships have been built with both the public and private sectors to benefit members and the City as whole in order to increase business opportunity and enterprise in general.https://www.greaterbirminghamchambers.com/our-group/abcc/

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 on Twitter @BirminghamCII.Our Institute has three main objectives:1. Educational and ProfessionalWe organise the CII examinations in spring and autumn and for successful candidates there is an award ceremony in November where diplomas, certificates and prizes are presented.We hold lunchtime lectures throughout the year, on a wide range of subjects whether technical or relating to ‘soft skills’ which help meet your CPD requirements. We also offer breakfast seminars and half day workshops, which are CPD accredited.2. SocialThe largest formal events we hold are the Annual Dinner in March and the West Midlands Awards Lunch in October. In addition to this we hold a full programme of social and networking events, which are mainly organised by our Young Professionals Committee.3. CharitableWe organise events specifically to raise money for charity; one of our biggest events is the charity fun run at Sutton Park in September which is organised by our Young Professionals Committee.All of our events can be found at www.cii-bii.co.ukGetting InvolvedWe have a range of options for anyone who want to get involved. This includes being an ambassador for your office to promote our events, a member of one of our committees that concentrate on a specific aspect of our activities, or part of the Main Council who set the direction of the Institute. You may be looking to give something back to the community, gain another skill or looking to broaden your network.We welcome people from any area of insurance or financial services and you don’t need to be a CII member or work in a technical role.

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 origins lie in a banking partnership established in Sheffield in January 1792. The bank prospered, and so did its Stock Exchange investment business. Today, Charles Stanley & Co. Limited is one of the leading investment management companies in the UK, dedicated to serving the private investor. In addition we act for many national charities, trusts, professional institutes and major financial institutions. But our principal business remains as it was a century and more ago, the provision of a traditional, high-quality service to the discerning private investor.

Birmingham, United Kingdom

Birmingham, United Kingdom

Personal Finance Society Financial Solutions Article January 2015

Birmingham

Birmingham, United Kingdom

Birmingham, United Kingdom

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 exams. Involved in the firm’s investment manager research team undertaking the necessary due diligence on funds for inclusion into the firm’s recommended investment portfolios. Client facing responsibilities (CF30 Registered) including initial fact-finding, identifying/analysing client needs, researching for the most appropriate financial solution and providing suitable financial advice via both suitability reports right through to presentation of my recommendations.