Bobby Nahal

Financial Planner at Integritas Financial Planners Ltd
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Contact Information
us****@****om
(386) 825-5501
Skills

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Bio

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Experience

  • Integritas Financial Planners Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Aug 2019 - Present

  • Impact Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Advisor
      • Jun 2014 - Jul 2019

      Providing financial planning solutions to clients across pensions, investments, protection & mortgages. Providing financial planning solutions to clients across pensions, investments, protection & mortgages.

  • Newell Palmer Associates Limited
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser Support
      • May 2012 - Jun 2014

      Providing support to a senior financial consultant by completing product research, investment analysis and assisting with report writing. Providing support to a senior financial consultant by completing product research, investment analysis and assisting with report writing.

Education

  • The London Institute of Banking & Finance
    Diploma for Financial Advisers Level 4
    2012 - 2014

Community

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