Kalpesh Lakhani

Trainee IFA

Kalpesh is a qualified Financial Advisor and holds a Diploma in Financial Planning and a Certificate in Mortgage Advice and Practice. Having spent over 28 years in retail banking, Kalpesh has extensive knowledge in the area of financial planning and dealing with high-net-worth clients.

Whilst working in retail banking he has gained substantial experience in building long term relationships with clients and providing clients with advice on Investments, Retirement planning and Protection.