Rahul Pathak

Trainee Paraplanner at London Wealth Management Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
London Area, United Kingdom, UK
Languages
  • Hindi Professional working proficiency
  • Punjabi Professional working proficiency
  • Urdu Limited working proficiency

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5.0

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LinkedIn User

I had the opportunity of working with Rahul during my second year as a Fresher helper. I quickly realised that Rahul has so many qualities. Some of these are: caring, proactive, inclusive and problem solving. He is a very respectful peer that showed significant cultural awareness whilst welcoming the freshers into Royce Hall. He not only made the freshers feel welcomed, but also ensured that all fresher helpers felt comfortable in their roles. He sees the bigger picture in everything he does. It was a true pleasure to work with him, and I know that he will go on to do great things in his future careers.

Elizabeth Ezewulu

Rahul showed true enthusiasm and commitment to his role of vice chair in the Royce Committee when I was a fresher during University. He demonstrated competence, organisational and excellent communication skills as he coordinated unforgettable freshers experiences during freshers week. From the beginning, it was clear that he cared about the mental well-being of first year students and he always ensured our safety and well-being was his priority when planning freshers events. His approachable and friendly manner always made you feel comfortable to raise any worries or concerns with him. His excellent interpersonal skills, motivation and perseverance would make him an outstanding employee for any company.

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Credentials

  • Member of the CII
    Chartered Insurance Institute
    Oct, 2021
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Trainee Paraplanner
      • Jul 2023 - Present

      At LWM, I am specialising into Financial Planning/Advisory. This involves focusing on the various aspects involved with Wealth Management, such as: Investment Advice, Estate/Inheritance Planning, Trust Planning, Tax Planning, Investment Management, Cash Flow Management, Product Analysis and Protection Reviews.

    • Associate
      • Oct 2021 - Jun 2023

      LWM predominately manages client (UHNW/HNW) assets on a discretionary basis, while additionally offering advisory and self-managed solutions. LWM ascertains your objectives, priorities and capacity for investment loss. We research your existing arrangements and build a plan to meet your needs, using non-contentious tax efficient products.Our financial planning services include: investment advice, inheritance planning, tax planning, investment management, trust planning, cash flow management and protection reviews. We provide an investment advisory service to review your policies and the suitability of your investment strategy.Discretionary and advisory portfolios are managed in conjunction with one of LWM’s four investment mandates, combining back-tested risk parameters with current investment thinking. Investment mandates provide the Strategic Asset Allocation, while the investment committee determine the current Tactical Asset Allocation. The flexibility of LWM investment management allows for further personal portfolio tailoring in line with specific investment requirements if suitable. Show less

Education

  • Loughborough University
    BSc (Hons) Accounting and Financial Management, 2:1
    2018 - 2021
  • Ilford County High Specialist Boys Grammar School
  • Westhatch High School Academy Trust

Community

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