ANIL MALIK

Independent Financial Adviser at One Financial Solutions (T: 020 3714 9565) at One Financial Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, GB
Languages
  • English Native or bilingual proficiency
  • Hindi Native or bilingual proficiency
  • Punjabi Native or bilingual proficiency
  • Gujrati Limited working proficiency

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Experience

  • One Financial Solutions
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Independent Financial Adviser at One Financial Solutions (T: 020 3714 9565)
      • May 2019 - Present

      We take a comprehensive and holistic approach realising, as much from our own personal lives as those of our clients, that life at home and life at work are usually inextricably linked.Most of our clients are in London and the home counties, including Hertfordshire, Middlesex, Surrey and Kent. We also have clients in the North West, North East, Midlands and South West. We build long term relationships, with most clients having been with us for over 10 years.Clients say they like that we are able to deal with their business and personal needs, and that we're happy to work in tandem with their accountants and lawyers. We're equally happy and adept at dealing with purely personal needs.You, the client, always come first and you can be assured of our fierce independence in doing the right thing for you, giving explanations in plain English!We are individuals, but work as a true team - we are all friends and have worked together for many years, injecting passion in all our client dealings.

  • Inter-UK Financial Services Limited
    • Financial Advisor
      • Jan 2018 - Dec 2018

      Independent Financial Advice, fee based tax and wealth management solutions to expats. Independent Financial Advice, fee based tax and wealth management solutions to expats.

  • Self Employed with Intrinsic Financial services
    • Finanical Advisor
      • Aug 2016 - Jan 2018

      Financial advise on Pensions, Investments and Protections. Undertook SIPP pension transfer advice. Financial advise on Pensions, Investments and Protections. Undertook SIPP pension transfer advice.

  • Santander
    • Financial Planning Manager
      • Feb 2015 - Oct 2015

  • HSBC
    • Premier Relationship Manager
      • Oct 2013 - Feb 2015

  • Barclays Wealth Management
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • International Investment Advisor
      • Aug 2010 - Oct 2013

  • NatWest Bank
    • Banking
    • 700 & Above Employee
    • Financial Planning Manager
      • 2006 - 2010

  • barclays Richmond
    • Endowment reviewer
      • 2006 - 2007

Education

  • Level 6 - Adanced Diploma in Financial Planning
    2012 - 2012
  • Leeds Beckett University
    Master of Business Administration (M.B.A.)
    2003 - 2005
  • Certificate in financial advice
    -

Community

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