Chate Dosanjh Independent Financial Adviser
Independent Financial Advisor at Arcus Wealth- Claim this Profile
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Topline Score
Bio
Sham A.
The most selfless person I have known in this industry. Chate has a wealth of knowledge in all areas of financial planning. A mentor and good friend.
Oli Pearce CeMAP
Chate has given more sound and solid advice than anyone I have had dealings with in the past. Now a much valued friend his advice and direction is always greatly appreciated.
Sham A.
The most selfless person I have known in this industry. Chate has a wealth of knowledge in all areas of financial planning. A mentor and good friend.
Oli Pearce CeMAP
Chate has given more sound and solid advice than anyone I have had dealings with in the past. Now a much valued friend his advice and direction is always greatly appreciated.
Sham A.
The most selfless person I have known in this industry. Chate has a wealth of knowledge in all areas of financial planning. A mentor and good friend.
Oli Pearce CeMAP
Chate has given more sound and solid advice than anyone I have had dealings with in the past. Now a much valued friend his advice and direction is always greatly appreciated.
Sham A.
The most selfless person I have known in this industry. Chate has a wealth of knowledge in all areas of financial planning. A mentor and good friend.
Oli Pearce CeMAP
Chate has given more sound and solid advice than anyone I have had dealings with in the past. Now a much valued friend his advice and direction is always greatly appreciated.
Experience
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Arcus Wealth
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United Kingdom
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Financial Services
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1 - 100 Employee
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Independent Financial Advisor
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Apr 2023 - Present
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Alexander House Financial Planning
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United Kingdom
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Financial Services
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1 - 100 Employee
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Financial Adviser
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Sep 2020 - Apr 2023
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Wesleyan
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United Kingdom
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Financial Services
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700 & Above Employee
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Financial Consultant
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Jul 2018 - Jan 2019
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Prudential Financial Planning
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London, United Kingdom
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Partner
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Nov 2016 - Jul 2018
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Premier Relationship Manager
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Dec 2013 - Nov 2016
Providing holistic advice to a portfolio of clients. Working closely within a branch team and adding new clients to my portfolio. Providing holistic advice to a portfolio of clients. Working closely within a branch team and adding new clients to my portfolio.
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Santander
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Spain
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Banking
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700 & Above Employee
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Client Relationship Manager
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2007 - 2013
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Mortgage Advisor
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Sep 2005 - Jul 2007
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Education
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1987 - 1989
John Bunyan, Bedford. UK
Community
