Marvin Paranjothy

Associate Financial Planner at FLM
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Contact Information
us****@****om
(386) 825-5501
Location
London Area, United Kingdom, UK
Languages
  • English Native or bilingual proficiency
  • Tamil Native or bilingual proficiency
  • German Native or bilingual proficiency

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Bio

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5.0

/5.0
/ Based on 2 ratings
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Bhavisha Bharakda ACCA

Marvin is a great people’s person, he is determined to succeed. He is very knowledgable and is really down to earth. He will always go the extra mile to help others out!

Simon R Jacobs, BFP, ACA

Marvin was very helpful and approachable in getting me job interviews. A pleasure to work with and I’d recommend him.

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Associate Financial Planner
      • Nov 2021 - Present

      Our mission is to always put our client’s goals at the centre of everything we do. We listen to our clients, deliver a comprehensive financial strategy and then ensure that plan remains relevant and up to date over time. We know that financial success is best achieved through precise and sustained focus, which is why our teams work very closely to create the best possible outcome. Our services include Proactive Tax Planning and Wealth Management. The coalition of these two services under one umbrella has been a big value add to our clients. They work with us as they feel they pay too much tax, and lack the time and inclination to stay on top of their financial plans whilst juggling busy professional and personal lives. Show less

    • United Kingdom
    • Restaurants
    • 100 - 200 Employee
    • Part-time Waiter
      • Jul 2021 - Dec 2021

      •Waitering luxury nikkei food on the weekends and weekdays after 9 to 5 office role. •Waitering luxury nikkei food on the weekends and weekdays after 9 to 5 office role.

    • United Kingdom
    • Business Consulting and Services
    • 1 - 100 Employee
    • Senior Tax Adviser
      • Mar 2020 - Oct 2021

      • Manage a portfolio of circa.200 clients for whom I am the main contact, dealing with all tax related queries, compliance and mitigation of any taxes. • Preparation of tax returns for HNW Individuals including expats, non-residents, non-domiciled individuals. • World wide disclosures and Let Property Campaign disclosures for individuals, bringing their tax affairs up to date, alleviating penalties and liabilities where possible through liaison with HMRC. • Assisting management with bespoke advisory reports on setting up structures via Company/LLP to mitigate tax, Inheritance tax planning, Analysing residency position by way of Statutory Residency Tests. • 30-day Capital gains report and pay services for individuals • Taxation of Crypto-assets Show less

    • United Kingdom
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Tax Recruitment Consultant
      • Nov 2019 - Mar 2020

    • United Kingdom
    • Accounting
    • 400 - 500 Employee
    • Private Client Tax
      • Dec 2017 - Nov 2019

    • United Kingdom
    • Accounting
    • 100 - 200 Employee
    • Tax Associate
      • Jan 2017 - Dec 2017

      •Work on a varied portfolio of UK Personal Tax Returns. •Personal tax assignments including tax forecasting, considering residence and domicile status, capital gains tax, introduction planning and enquiry work. •P11D preparations and submission to HMRC. •CT600 adhoc •Main reason for leaving was due to ~2hr commute each way •Work on a varied portfolio of UK Personal Tax Returns. •Personal tax assignments including tax forecasting, considering residence and domicile status, capital gains tax, introduction planning and enquiry work. •P11D preparations and submission to HMRC. •CT600 adhoc •Main reason for leaving was due to ~2hr commute each way

    • Secondary Maths Teaching Assistant (Placement)
      • Jan 2016 - Jun 2016

    • 500 - 600 Employee
    • Mathematics Tutor
      • 2013 - 2014

Education

  • Chartered Insurance Institute
    Diploma in regulated Financial Planning, Financial Planning and Services
    2021 -
  • Association of Taxation Technicians/Chartered Institute of Taxation
    2018 - 2020
  • University of Southampton
    Bachelor of Science (BSc), Mathematics
    2013 - 2016
  • Ilford County High School
    2006 - 2013

Community

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