Minal works closely with the Client Directors to produce high quality technical written advice for clients.
Minal is working her way to Chartered status and is part way through the Advanced exams having already achieved the Level 4 Diploma in Regulated Financial Planning.
A graduate of Warwick University with a Degree in Chemistry, Minal previously worked for LGT Vestra Wealth in their wealth planning team and prior to that began her training at a London wealth planning boutique.
Minal advises on a wide range of wealth planning and investment related matters and one of her key areas of expertise are pensions and pension transfers.
Weekends see Minal walking her dog in the countryside and spending time with her family.