Anu Joshi

Associate Partner Practice @St. James's Place

Wolverhampton, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2016 — Present

Associate Partner Practice @St. James's Place

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Wolverhampton, GB

St. James\'s Place Wealth Management is one of the UK\'s leading wealth management organisations. As a company we specialise in delivering quality, face to face Wealth Management advice with a commitment to building trusted and enduring relationships with clients.The St. James\'s Place proposition is further enhanced by its distinctive approach to investment management.

EDUCATION

2007 — 2007

Institute of Financial Services

Cemap, Financial Planning and Services

2009 — 2011

Chartered Insurance Institute

Diploma in Financial Planning, Financial Planning and Services

2006 — 2009

Institute of Financial Services

Certificate of Financial Planning, Financial Planning and Services

SKILLS

Business DevelopmentWealth ManagementNegotiationInvestment AdvisoryMarketing StrategyLife InsuranceFinanceCemap QualifiedSalesFinancial PlannersWealth Management ServicesStrategyAsset AllocationBankingBusinessSavingsRisk ManagementManagementInsuranceCustomer ServiceRetirement SavingsIncome ProtectionPersonal PensionsResidential MortgagesInvestment StrategiesFinancial ServicesInvestment ManagementCoachingPensionsCreditMortgage LendingHigh Net Worth IndividualsBusiness PlanningSmall BusinessHolistic Financial PlanningRetirement PlanningBusiness StrategyCritical IllnessRetirementStrategic Financial Planning

ABOUT ANU JOSHI

With 20 years of experience as a Financial Advisor, I help families, professionals and…

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Anu Joshi — Associate Partner Practice at St. James's Place in Wolverhampton, GB | Unifers