Gitesh Chauhan
Wealth Management Partner at True Potential LLP- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Gujarati -
-
English Native or bilingual proficiency
Topline Score
Bio
Rajesh Gohil
I have known Gitesh for a number of year now and he certainly knows his field of Finance and Investment. Over the period I have known him he has suggested and successfully directed clients whom we share to a well educated long term investment strategy. He certainly known greats products to invest your money into and obtain good yields. Great person to work with professionally.
David Robertson
Gitesh has been a loyal and trusted business partner for over 12 years and without exception always delivers on his promises. His integrity and knowledge are simply outstanding and add greatly to his many other business and personal attributes. It is always a rewarding experience in business dealings with Gitesh.
Rajesh Gohil
I have known Gitesh for a number of year now and he certainly knows his field of Finance and Investment. Over the period I have known him he has suggested and successfully directed clients whom we share to a well educated long term investment strategy. He certainly known greats products to invest your money into and obtain good yields. Great person to work with professionally.
David Robertson
Gitesh has been a loyal and trusted business partner for over 12 years and without exception always delivers on his promises. His integrity and knowledge are simply outstanding and add greatly to his many other business and personal attributes. It is always a rewarding experience in business dealings with Gitesh.
Rajesh Gohil
I have known Gitesh for a number of year now and he certainly knows his field of Finance and Investment. Over the period I have known him he has suggested and successfully directed clients whom we share to a well educated long term investment strategy. He certainly known greats products to invest your money into and obtain good yields. Great person to work with professionally.
David Robertson
Gitesh has been a loyal and trusted business partner for over 12 years and without exception always delivers on his promises. His integrity and knowledge are simply outstanding and add greatly to his many other business and personal attributes. It is always a rewarding experience in business dealings with Gitesh.
Rajesh Gohil
I have known Gitesh for a number of year now and he certainly knows his field of Finance and Investment. Over the period I have known him he has suggested and successfully directed clients whom we share to a well educated long term investment strategy. He certainly known greats products to invest your money into and obtain good yields. Great person to work with professionally.
David Robertson
Gitesh has been a loyal and trusted business partner for over 12 years and without exception always delivers on his promises. His integrity and knowledge are simply outstanding and add greatly to his many other business and personal attributes. It is always a rewarding experience in business dealings with Gitesh.
Credentials
-
Diploma in Financial Planning
Chartered Insurance Institute
Experience
-
True Potential LLP
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
Wealth Management Partner
-
Aug 2022 - Present
Wealth Management, including Pension and Investments. Dealing with Trusts and Inheritance Tax Planning. Protection of wealth and families. Wealth Management, including Pension and Investments. Dealing with Trusts and Inheritance Tax Planning. Protection of wealth and families.
-
-
-
Quilter Financial Advisers
-
United Kingdom
-
Financial Services
-
100 - 200 Employee
-
Financial Planning Consultant
-
Jan 2020 - Aug 2022
I deal with all aspects of Financial Services, specialising in Pensions, Investments and preservation of assets. The value of pensions and investments can fall as well as rise. You may get back less than you invested. The Financial Conduct Authority does not regulate on Auto Enrolment. If you are looking for a Professional Local Financial Planning Consultant then contact me and let me help you meet your goals. I deal with all aspects of Financial Services, specialising in Pensions, Investments and preservation of assets. The value of pensions and investments can fall as well as rise. You may get back less than you invested. The Financial Conduct Authority does not regulate on Auto Enrolment. If you are looking for a Professional Local Financial Planning Consultant then contact me and let me help you meet your goals.
-
-
-
-
Financial Consultant
-
Dec 2011 - Jan 2020
I deal with all aspects of Financial Services, specialising in Auto Enrolment, Pensions and Investments. The value of pensions and investments can fall as well as rise. You may get back less than you invested. The Financial Conduct Authority does not regulate on Auto Enrolment. If you are looking for a Professional Local Financial Consultant then contact me and let me help you meet your goals. I deal with all aspects of Financial Services, specialising in Auto Enrolment, Pensions and Investments. The value of pensions and investments can fall as well as rise. You may get back less than you invested. The Financial Conduct Authority does not regulate on Auto Enrolment. If you are looking for a Professional Local Financial Consultant then contact me and let me help you meet your goals.
-
-
-
Marcus James Financial
-
Financial Services
-
Financial Planner
-
Mar 2009 - Nov 2011
I deal with all areas of financial services and provide a personal one to one service for people who like to work with people. Areas of financial services I focus on is Pensions, Savings & Investments, Life assurance, Inheritance Planning and Mortgages. I deal with all areas of financial services and provide a personal one to one service for people who like to work with people. Areas of financial services I focus on is Pensions, Savings & Investments, Life assurance, Inheritance Planning and Mortgages.
-
-
-
Cooperative Insurance Society
-
1 - 100 Employee
-
Manager
-
Sep 1997 - Feb 2009
I worked as an employee at the Cooperative and gained the qualifications to become a financial planner. I was quickly promoted into a managerial position and had a few promotions over the years. At one point I was managing managers, advisers and office staff, 70 staff in total. I have gaining management training and in field experience which has help with my own self development, which is proving invaluable today. I felt that I needed a new challenge, so I opted to leave the Cooperative to set up my own business and again carry on my own self development as this was not available. I am building my own business and network to develop the business.
-
-
-
Discount Directory
-
Advertising Services
-
Sales Adviser
-
1996 - 1997
-
-
Education
-
1989 - 1992
Sheffield Hallam University
BSc(Hons), Management, Finance and business -
1983 - 1987
Rushey Mead Secondary School
Community
