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5.0

/5.0
/ Based on 2 ratings
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Rishi Shah

Nish Shah has been my trusted financial adviser for over 5 years and has provided sound information to assist in managing both my personal and business finances. During this time, Nish and his team at Insight Financial have played an integral part in helping me achieve my goals. They continue to assist and advise me on the best strategies to expand and develop. Nish has a detailed knowledge of every aspect of my business and personal portfolio. His vast knowledge of the financial markets enables me to obtain the very best deals and reduce costs wherever possible. Nish has recently devised an excellent solution for mortgage, protection advise, thus providing a sound future for my personal finances. I have recommended Nish to many of my friends and colleagues and will continue to do so. I look forward to working with Nish for many years to come.

Amit Shah

Nisheet was able to provide me with excellent financial advice, and went out of his way to insure I was getting the best deal. His vast knowledge of the financial markets, coupled with his strong personable qualities makes Nisheet an excellent choice as a Financial Advisor.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Feb 2010 - Present

      Insight Financial Services is a trading style of Quilter Financial Planning Solutions Ltd that offers financial advice provided by Mr Nish Shah. I have over 11 years of experience in providing clients with bespoke financial advice. I believe that I have been successful because I have been able to give highly individual advice that is entirely focussed on our client’s specific situation and needs. What our clients expect of us is an objective, professional and efficient service that is delivered with a personal touch. I consider that the key is in creating a trusting relationship with our clients so that I can provide financial advice that is altogether individual. Show less

    • United Kingdom
    • Investment Banking
    • Independent Financial Adviser
      • Jan 2006 - Feb 2010

Education

  • Queen Elizabeth's School, Barnet

Community

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