Vishnu Bhagat, DipFA CeMAP

Financial Planner at Perspective Financial Group Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
London Area, United Kingdom, UK

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Credentials

  • Certificate in Mortgage Advice & Practise (CeMAP)
    The London Institute of Banking & Finance
  • Level 4 Diploma for Financial Advisers (DipFA)
    The London Institute of Banking & Finance

Experience

  • Perspective Financial Group Ltd
    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Financial Planner
      • Jul 2021 - Present
  • Leagold Miller
    • United Kingdom
    • Insurance
    • 1 - 100 Employee
    • Independent Financial Advisor
      • Mar 2021 - May 2021
  • Berkeley Square Associates
    • United Kingdom
    • Financial Services
    • Associate
      • Oct 2020 - Mar 2021
  • Prudential plc
    • Hong Kong
    • Financial Services
    • 700 & Above Employee
    • Partner
      • Jan 2019 - Jun 2020
  • Santander UK
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Financial Planning Manager
      • Jul 2017 - Nov 2018

    • Business Manager
      • Oct 2015 - Jul 2017

    • Personal Banker
      • Sep 2013 - Oct 2015

Education

  • The Nottingham Trent University
    BA, Economics
    2010 - 2013

Community

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