Rupen Shah

Financial Planner at DUKE GODLEY FINANCIAL PLANNING LIMITED
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Contact Information
us****@****om
(386) 825-5501
Location
London Area, United Kingdom, UK
Languages
  • Gujarati -
Skills

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5.0

/5.0
/ Based on 2 ratings
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Caroline Somer

Rupen and the team at Duke Godley gave my husband and I first-rate advice on investments at the start of the recent pandemic when we were unsure what do do with our savings.

Nimisha Kerai

Rupen is always proactively assisting colleagues , he is always flexible and adaptable to the needs of the team.

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Credentials

  • The SWWEPP Wills & Estate Planning Certificate Course
    THE COLLEGE OF WILL WRITING LIMITED
    Apr, 2019
    - Oct, 2024
  • Mortgage Advisor
    IFS

Experience

  • DUKE GODLEY FINANCIAL PLANNING LIMITED
    • Financial Planner
      • Jan 2019 - Present

      I provide financial planning services to individuals, business owners and professionals which will include:- Financial Needs AnalysisIdentify clients needs and objectives and implement plans in line with their budget and investment time hoirzonsAnnual Reviews of clients plans

    • Protection Advisor
      • Nov 2012 - Jan 2019

      In depth research and producing bespoke client reports. The business pipeline is managed effectively and that existing clients are monitored and reviewed on a regular basis. Point for technical queries and have regular contact with clients.Sourcing new business opportunities, processing applications and liaising with clients and respective providers.Building relationships with broker consultants and other networks

  • VG FINANCIAL SERVICES
    • United States
    • Financial Services
    • 1 - 100 Employee
    • FINANCIAL ADMINSTRATOR
      • May 2008 - Nov 2012

      •Providing support to our Financial Advisers, sourcing protection, pensions & private medical insurance quotations, submitting applications & following up underwriting from start to finish •Supporting the Management by taking ownership of the New Business Register record keeping, commissions received, claw backs & commission rebates. •Building relationships with consultants to improve networking between our organisation and the provider that we submit business •Completing file completeness checks to ensure the records are in line the FSA requirements •Dealing with servicing enquiries from the UK & international client base Show less

  • Moneywise Financial Consultants
    • Adminstrator
      • Mar 2008 - May 2008

      •Processing residential, Buy to Lets mortgages & life policy application using the Intermediary systems, ensuring that the application is followed from start to completion •liaising with clients and professional 3rd parties, using various databases and software packages to store information, regularly informing the application process to the clients •Source mortgage & protection products on behalf of the principal •Complete Customer Identification, money laundering & maintaining client files and Customer records •Dealing with customer & 3rd party enquires via phone, fax & letter Show less

  • GE Capital
    • United States
    • Financial Services
    • 700 & Above Employee
    • Mortgage Underwriter
      • Nov 2006 - Feb 2008

      •Achieved to meet business volume targets via successfully underwriting high volumes of mortgage applications for the US market •Achieved an Underwriting mandate to the value of £100k ahead of training schedule •Maintain & process new broker approvals & setting up of new closing agents (Solicitors) •Complete audits on Agreement In Principles, Offers, Appraisals and any other ad-hoc activities •Deal with enquiries from customers, brokers, solicitors & other 3rd parties in all aspects of the loan application and existing mortgage accounts •Retain existing Customers by offering new fixed rates, further advances & switching facility •Actively chase applications for outstanding documentation/queries to progress within the service standard •Effectively managed the team. Show less

Education

  • Copland Community School
    BTEC National Diploma In Business & Finance, Business and Personal/Financial Services Marketing Operations
    1993 - 1995
  • the college of willwriting
    The SWWEPP Wills & Estate Planning Certificate Course, Wills and Estate Planning
    2019 -
  • Claremont Community School
  • The London Institute of Banking & Finance
    Diploma In Financial Advice, Financial Planning and Services

Community

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