I have a wealth of investment and financial planning experience having entered the financial industry after I graduated with a BA(Hons) in Marketing with Business in 2000. I have continued to provide comprehensive and detailed holistic financial advice to existing and new clients in and around the London area.Over the last 15 years, I have helped a host of private and business clients, with a particular emphasis towards protection, retirement and tax planning strategies on an ongoing basis. I provide practical solutions to the financial issues that concern my clients to achieve their financial goals. I provide a wide range of wealth management services to individuals in London and the surrounding areas. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
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Financial Planning ConsultantQuilter Financial Advisers Nov 2018 - Jan 2021Financial Adviser offering advice across a range of Financial ServicesPensions - Investments - Auto Enrolment - Life Assurance - Critical Illness - Income Protection - Estate PlanningThe value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.Tax treatment varies according to individual circumstances and is subject to change. -
Financial AdvisorNew Life Financial Jul 2017 - Oct 2018Providing high quality retirement advice to clients on a variety of pensions. This was completed after conducting a thorough analysis of client needs, objections, current assets that can be used in retirement and having a sound understanding of what my clients are seeking. -
Financial AdvisorConsumer Wealth Mar 2017 - Jun 2017As above. -
Data OfficerMomenta Operations Oct 2016 - Mar 2017Contracting work with a major blue chip company, compiling research on a number of archived systems to enable the Case managers to evaluate reviews on past business to the FCA. -
Case HandlerHuntswood Ctc Limited Jul 2016 - Sep 2016Contracting work with a major blue chip company, conducting regulated investment and protection file reviews on past business to evaluate suitability through client calls and archived regulated documents.
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Premier Relationship ManagerHsbc Retail Banking And Wealth Management Sep 2014 - May 2016Providing high quality face to face wealth management services to individuals and trustees in the UK. Managing and servicing a Premier client bank of individuals. -
Financial AdvisorHalifax Aug 2013 - Sep 2014Advising customers on long term protection solutions for borrowings, family, lifestyle, earnings and lifetime protection needs -
AdvisorJsa Wealth Management Ltd Partner Practice Of St. James'S Place Wealth Management Dec 2012 - Aug 2013Providing trusted advice through experience and providing product and service solutions to meet identified client needs. -
Client Relationship ManagerBanco Santander Jun 2006 - Dec 2012Responsible for providing quality holistic financial advice to private clients. -
Financial AdvisorLloyds Banking Group Jun 2006 - Feb 2008Providing holistic financial advice to private clients
Raj Kerai Skills
Raj Kerai Education Details
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Marketing With Business
Frequently Asked Questions about Raj Kerai
What is Raj Kerai's role at the current company?
Raj Kerai's current role is Business Development Manager at Kailash Manor Care Home.
What schools did Raj Kerai attend?
Raj Kerai attended Thames Valley University.
What skills is Raj Kerai known for?
Raj Kerai has skills like Wealth Management, Retirement Planning, Inheritance Tax Planning, Investment Strategies, Insurance, Financial Services, Wealth Preservation Planning, Financial Life Planning, Investments, Financial Planning, Financial Advisory, Management.
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