Umesh Sonigra DipPFS Certs CII (MP and ER)
Independent Financial Advisor at Ingenious Financial Solutions- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Leicester, England, United Kingdom, GB
Languages
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English -
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Gujarati -
Topline Score
Bio
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Credentials
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Award in Long Term Care Insurance
Chartered Insurance Institute -
Certificate in Equity Release
Chartered Insurance Institute -
Certificate in Financial Administration and Planning
The London Institute of Banking & Finance -
Certificate in Life and Pensions
Chartered Insurance Institute -
Certificate in Mortgage Advice
Chartered Insurance Institute -
Diploma in Regulated Financial Planning
Chartered Insurance Institute
Experience
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Ingenious Financial Solutions
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United Kingdom
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Financial Services
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1 - 100 Employee
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Independent Financial Advisor
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Jun 2019 - Present
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Brooks Wealth Management
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United Kingdom
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1 - 100 Employee
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Independent Financial Advisor
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Jan 2019 - Jun 2019
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Nationwide Building Society
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United Kingdom
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Financial Services
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700 & Above Employee
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Mortgage Consultant
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Apr 2016 - Mar 2018
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Mattioli Woods plc
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United Kingdom
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Financial Services
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300 - 400 Employee
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Client Relationship Manager
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May 2015 - Feb 2016
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Lloyds Banking Group
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United Kingdom
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Financial Services
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700 & Above Employee
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Financial Consultant
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Jun 2012 - Mar 2015
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Santander UK
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United Kingdom
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Banking
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700 & Above Employee
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Personal Banking Adviser
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Feb 2006 - Jun 2012
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Education
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Loughborough College
Community
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