Rakesh Makwana

Rakesh Makwana Email and Phone Number

Independent Financial Adviser to SME Businesses and Business Owners for Pensions, Investments, Lending and Protection needs. @ Infinite Finance
Rakesh Makwana's Location
Cheshunt, England, United Kingdom, United Kingdom
Rakesh Makwana's Contact Details

Rakesh Makwana work email

Rakesh Makwana personal email

n/a
About Rakesh Makwana

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.

Rakesh Makwana's Current Company Details
Infinite Finance

Infinite Finance

View
Independent Financial Adviser to SME Businesses and Business Owners for Pensions, Investments, Lending and Protection needs.
Rakesh Makwana Work Experience Details
  • Infinite Finance
    Director
    Infinite Finance Apr 2023 - Present
    London Area, United Kingdom
  • 2Plan Wealth Management Ltd
    Independent Financial Advisor
    2Plan Wealth Management Ltd Apr 2022 - Present
    I 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.
  • Box Financial Services
    Director
    Box Financial Services Apr 2022 - Present
    209 Station Lane Hornchurch Rm12 6Ll
  • Mantra Consultancy And Capital Limited
    Head Of Private Clients And Corporate Protection
    Mantra Consultancy And Capital Limited Sep 2016 - Apr 2022
    London, United Kingdom
  • Argentum Wealth Limited
    Certified Financial Planner
    Argentum Wealth Limited Feb 2016 - Oct 2016
    London, United Kingdom
  • Natwest
    Commercial Specialist Financial Advice Manager
    Natwest Aug 2010 - Feb 2016
    East London
  • Thomas Oliver Uk
    Certified Financial Planner
    Thomas Oliver Uk Mar 2001 - Jul 2010
    Goffs Oak, Hertfordshire
  • Avenance
    Accounts Payable Administrator
    Avenance Sep 2000 - Mar 2001
    Rugby

Rakesh Makwana Skills

Financial Planning Financial Services Customer Service Investments Relationship Management Microsoft Office Microsoft Excel Finance Pensions Credit Sales Management Investment Advisory Banking Business Development Business Relationship Management Holistic Financial Planning Powerpoint Mortgage Lending Financial Risk Loans Portfolio Management Wealth Management Long Term Customer Relationships Residential Mortgages Investment Management Retirement Planning Risk Management Corporate Finance Financial Advisory Retail Banking New Business Development Business Strategy Business Planning Negotiation Business Mutual Funds

Rakesh Makwana Education Details

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.

Not the Rakesh Makwana you were looking for?

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.