Rakesh Makwana Email and Phone Number
Rakesh Makwana work email
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Rakesh Makwana personal email
An experienced professional in providing tailored financial advice to Directors, Partners and Business Owners on both their Business and Personal financial planning needs.I specialise in helping my clients with the following aspects of personal financial planning including:Private Client Mortgage and Loan FinancePersonal Financial ProtectionWealth Planning Retirement Planning SolutionsInheritance Tax Planning CORPORATE FINANCIAL PLANNINGBeing in business has its own inherent risks and being able to transfer particular risks to a third party is an attractive and cost effective solution of mitigation. This could be to protect business liabilities, to fund and support businesses continuity plans in the event of the loss a key person in the business or to make specific Business Succession Plans to ensure you stay in control of your Business in the event of the death or serious illness of a co-owner. I am able to offer a full review of the arrangements that you provide to your Directors and employees, making sure that they are suitable, flexible and competitively priced and Tax Efficient for the company/business.I have great expertise in helping my clients with all aspects of corporate financial planning including:Business ProtectionAuto-EnrolmentDirector and Senior Employees PensionsCorporate InvestmentsDirector/Partner and Employee benefits.So whether you have a particular financial concern at present or if you just don’t know where to start your corporate financial planning; contact me to see how we can help you on 07971 020467.
Infinite Finance
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DirectorInfinite Finance Apr 2023 - PresentLondon Area, United Kingdom -
Independent Financial Advisor2Plan Wealth Management Ltd Apr 2022 - PresentI work with Business Owners to meet their financial goals and objectives with the use of Life and protection insurance to mitigate and manage their business and personal risks. -
DirectorBox Financial Services Apr 2022 - Present209 Station Lane Hornchurch Rm12 6Ll -
Head Of Private Clients And Corporate ProtectionMantra Consultancy And Capital Limited Sep 2016 - Apr 2022London, United Kingdom -
Certified Financial PlannerArgentum Wealth Limited Feb 2016 - Oct 2016London, United Kingdom
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Commercial Specialist Financial Advice ManagerNatwest Aug 2010 - Feb 2016East London -
Certified Financial PlannerThomas Oliver Uk Mar 2001 - Jul 2010Goffs Oak, Hertfordshire -
Accounts Payable AdministratorAvenance Sep 2000 - Mar 2001Rugby
Rakesh Makwana Skills
Rakesh Makwana Education Details
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Accounting And Finance
Frequently Asked Questions about Rakesh Makwana
What company does Rakesh Makwana work for?
Rakesh Makwana works for Infinite Finance
What is Rakesh Makwana's role at the current company?
Rakesh Makwana's current role is Independent Financial Adviser to SME Businesses and Business Owners for Pensions, Investments, Lending and Protection needs..
What is Rakesh Makwana's email address?
Rakesh Makwana's email address is ra****@****tal.com
What schools did Rakesh Makwana attend?
Rakesh Makwana attended The University Of Northampton.
What are some of Rakesh Makwana's interests?
Rakesh Makwana has interest in Social Services, Children, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Disaster And Humanitarian Relief, Health.
What skills is Rakesh Makwana known for?
Rakesh Makwana has skills like Financial Planning, Financial Services, Customer Service, Investments, Relationship Management, Microsoft Office, Microsoft Excel, Finance, Pensions, Credit, Sales, Management.
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Rakesh Makwana
*Available* Strategic Brand Designer & Art Director, Helping Ambitious Founders With Their Brand Identity.London2knightfrank.com, makgrafix.com -
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Rakesh Makwana
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