Chan Singh Dipfa Cemap

Specialist Financial Adviser @Wesleyan

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

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WORK HISTORY

Dec 2023 — Present

Specialist Financial Adviser @Wesleyan

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Providing holistic financial advice to hospital doctors, ensuring that I use my deep understanding of the NHS Pension Scheme & associated benefits and how that relates to a doctors financial needs and requirements throughout their career

EDUCATION

2018 — 2018

LIBF

CeMAP, Finance, General

2002 — 2006

Ken Stimpson Community School

8 GCSC

2020 — 2021

LIBF

Diploma in Financial Advice, Investments and Securities

2010 — 2011

Anglian Accountancy Training

AAT Level 2, Accounting

2009 — 2010

International Association of Bookkeepers

IAB Level 1, Accounting Technology/Technician and Bookkeeping

ABOUT CHAN SINGH DIPFA CEMAP

Hello and thank you for viewing my profile. Firstly it would be great to connect with you, hopefully I can introduce you to some of my contacts to help you grow your network and business. “The first point of contact”I am a Specialist Financial Advisor that helps my clients at every stage of their life from getting their first mortgage to saving for retirement and leaving a legacy for their loved ones, that what I like to call plan A. I also put in place a plan B for my clients in the event of something going wrong by arranging protection solutions such as Life Insurance, Critical Illness, Income Protection and Private Medical Insurance Financial affairs can confuse many people about what is actually best for them and also their businesses. “A commitment to you”. I help my clients achieve their personal goals as well as their business goals. I do this by calling on over 10 years knowledge and experience I have, working across the finance/ accounting and property sector.ResidentialHelping clients access finance to buy their first home, move to their next home or raise capital to buy further assets/ consolidate debts.CommercialHelping businesses to access finance, here is a few different examples of what I can do:• Cash flow Financing• Acquiring new premises• Management Buyouts• Acquisition of a new business• Acquiring new assets/machinery to grow the business• Helping start up’s access finance/fundingAdditionally I can also help individuals/ businesses that have previously had issues with their credit files and are struggling to find a finance provider that will help them.

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