Jose Vilchez
Chartered Financial Planner @Sedulo Wealth
Manchester, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2021 — Present
Chartered Financial Planner @Sedulo Wealth
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Providing independent financial advice to high net worth individuals and business owners. Working with clients to provide overall holistic financial planning with taxation issues, succession planning, investment strategies and cash flow modelling being key.
SKILLS
ProtectionInvestmentsRetirement PlanningEstate PlanningInheritance Tax PlanningTrustsHigh Net Worth IndividualsInvestment StrategiesStrategic Financial PlanningTaxIncome TaxInvestment AdvisoryPensionsIncome ProtectionWealth ManagementFinancial PlanningFinancial AdvisoryWealthFinancial ServicesCritical IllnessRetirement
ABOUT JOSE VILCHEZ
A successful and highly qualified Independent Financial Adviser. More than 18 years…
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