Bhavik Goradia
Financial Planning Consultant at CLEVER FINANCIAL SERVICES LTD- Claim this Profile
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Bio
Experience
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CLEVER FINANCIAL SERVICES LTD
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United Kingdom
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Financial Services
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1 - 100 Employee
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Financial Planning Consultant
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Jun 2018 - Present
Harrow, United Kingdom I am a fully qualified Financial Adviser and have been providing tailored financial solutions for individual and family needs since 2012. I gained my experience as a Financial Adviser by working as a self-employed individual with Thomas Oliver UK which is a reputed Financial Services firm based in North London, before starting my own firm Clever Financial Services in 2018. I am able to provide holistic advice in the areas of: Pensions, Investments, IHT, Mortgages and Protection.
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Thomas Oliver UK
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United Kingdom
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Financial Services
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1 - 100 Employee
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Financial Planning Consultant
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Jan 2016 - May 2018
London, United Kingdom Sound financial planning during the early years of career is usually either ignored or underestimated and can be daunting or overestimated towards the later years of one's life. I am passionate about assisting people realise their financial goals and I strive to achieve only the best for all my clients. Words such as Care, Trust and Help are extremely important to me and remain central to what I offer. My role as a Financial Planning Consultant is to my assist clients in all areas of… Show more Sound financial planning during the early years of career is usually either ignored or underestimated and can be daunting or overestimated towards the later years of one's life. I am passionate about assisting people realise their financial goals and I strive to achieve only the best for all my clients. Words such as Care, Trust and Help are extremely important to me and remain central to what I offer. My role as a Financial Planning Consultant is to my assist clients in all areas of financial planning including Investments, Pensions, Mortgages and Financial Protection. I am an avid Chelsea FC supporter and like watching Friends on TV. Show less
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Kings Group LLP
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United Kingdom
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Real Estate
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1 - 100 Employee
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Mortgage and Protection Adviser
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Feb 2012 - Dec 2015
London, United Kingdom Assisting clients realising their dreams of owning a property through sound mortgage and protection advice. I have assisted over 500 clients with their mortgage and protection requirements. My business grows through referrals and my aim is to always offer my utmost and achieve the best results for my clients.
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Education
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The London Institute of Banking & Finance
Diploma for Financial Advisers (DipFA) -
The London Institute of Banking & Finance
Certificate in Mortgage Advice and Practice (CeMAP)