Nidhi Naik DipPFS
Paraplanner at Balance: Wealth Planning Limited- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
United Kingdom, GB
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Credentials
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(R01) Financial Services, Regulation & Ethic
Chartered Insurance InstituteMar, 2021- Nov, 2024 -
(R06) Financial Planning Practice
Chartered Insurance InstituteJul, 2020- Nov, 2024 -
(R03) Personal Taxation
Chartered Insurance InstituteDec, 2019- Nov, 2024 -
(R04) Pensions and Retirement Planning
Chartered Insurance InstituteMay, 2019- Nov, 2024 -
(R02) Investment Principles & Risk
Chartered Insurance InstituteNov, 2018- Nov, 2024 -
(R05) Financial Protection
Chartered Insurance InstituteJun, 2018- Nov, 2024
Experience
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Balance: Wealth Planning Limited
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United Kingdom
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Financial Services
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1 - 100 Employee
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Paraplanner
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Mar 2021 - Present
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Thomson Gray Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Paraplanner
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Jan 2020 - Mar 2021
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Client Relationship Executive
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Aug 2017 - Jan 2020
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Education
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2014 - 2017
University of Greenwich
BSc (Hons) Economics with Banking, Economics
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