π° Vishal Gulrajani π° Email and Phone Number
As a qualified financial adviser and mortgage broker I help clients protect their loved ones and make the most of their money to achieve all their life goals by offering appropriate financial and mortgage advice.CareerI started my financial services career by obtaining my mortgage qualifications at the age of 18. By the age of 21 I graduated with a BA Hons. Degree in Economics from the traditional redbrick University of Reading. Soon after I was recruited by Kings Group and went on to become their top mortgage consultant in my first and second year, before joining the wealth management team and obtaining my diploma in regulated financial planning.QualificationsI hold the Diploma in Regulated Financial Planning (DipPFS) and Certificate in Mortgage Advice and Practice (CeMAP) and my specialist areas include: Inheritance tax planning, Pensions, Investments, buy to let mortgages and first-time buyer mortgages. I also advise on protection and insurance by offering our clients Income Protection, Life cover & Critical Illness policies. My economics degree provides me with an insight into how the housing market, investment market and interest rates work. I am now studying to become a chartered financial planner (CFP).InterestsI enjoy playing football, tennis and golf. I love spending time with family and friends. My focus on helping people encouraged me to start up a charity to help raise awareness of depression in teenagers.CommentsBased on core values of excellence of service and above all, integrity, I will provide you with the complete financial solutions you require to satisfy your needs both now and in the future. I appreciate that you are unique, with your own financial goals, which is why I will tailor the service and recommendations I make specifically to you.Your home may be repossessed if you do not keep up repayments on your mortgage.The value of your investment can go down as well as up. You could get back less than you invested.Buy-to-Let Mortgages not regulated by the Financial Conduct Authority.GW Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). GW Wealth is a trading name of GW Wealth Ltd.SJP Approved 08/12/2023
Gw Wealth
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Financial PlannerGw Wealth Dec 2022 - PresentSt Albans, England, United Kingdom -
Financial PlannerThomas Oliver Uk Jan 2016 - Apr 2022Self employed Financial Planning consultant with over 5 years experience in the financial industry. I have studied hard to obtain my diploma in regulated financial planning to be able to meet my clients pension & investment needs as well as advising them on inheritance tax planning. I have also developed a team that oversees all our clients mortgage requirements and therefore can fully cater to every aspect of their financial requirements -
Mortgage BrokerKings Group Llp Feb 2014 - Jan 2016After several late nights, hard work and dedication I won top mortgage broker in my first year and retained my award in the second year. -
Customer AssistantBoots Uk Nov 2013 - Feb 2014 -
Sports Trader/BookkeeperUndergdcapper Sep 2013 - Feb 2014Personally responsible for all the accounts and data records of the business and heavily involved in the sports trading aspect within football, cricket and tennis. Have been part of a successful team that has moved over 27 units (Β£2700) in just under a month.
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AssistantKolourbox Ltd Jun 2011 - Aug 2011Worked as part of a team and was solely responsible for the book keeping of the company. Fully compatible with Microsoft Excel after organising and maintaining the accounts as well as dealing with cash flow data.
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CaretakerArbor Court Flats Jun 2008 - Jul 2010The role involved preserving a block of flats for 16 hours a week. This included a mixture of gardening, cleaning and general maintenance.
π° Vishal Gulrajani π° Education Details
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2:1 (Honours) -
Southgate Secondary SchoolEconomics -
Southgate Secondary SchoolPsychology
Frequently Asked Questions about π° Vishal Gulrajani π°
What company does π° Vishal Gulrajani π° work for?
π° Vishal Gulrajani π° works for Gw Wealth
What is π° Vishal Gulrajani π°'s role at the current company?
π° Vishal Gulrajani π°'s current role is Changing the financial industry by helping people achieve their dreams through goal based life plans!.
What schools did π° Vishal Gulrajani π° attend?
π° Vishal Gulrajani π° attended The University Of Reading, Southgate Secondary School, Southgate Secondary School.
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