Junaid Jamall

Personal Wealth Adviser @Schroders Personal Wealth

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

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WORK HISTORY

Jul 2021 — Present

Personal Wealth Adviser @Schroders Personal Wealth

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Giving advice to high value clients re deaccumulation, pensions transfers, inheritance tax, etc

SKILLS

SavingsHolistic Financial PlanningStrategic Financial PlanningCommercial BankingProtectionCertificate of Mortgage Practice and AdviceInheritance Tax PlanningRetirement PlanningResidential MortgagesDiploma in Financial PlanningCertificate in Financial AdviceCritical IllnessInvestmentsInvestment StrategiesFinancial ServicesInvestment AdvisoryEquity ReleaseWealth AccumulationRetirementWealthHigh Net Worth IndividualsPensionsProtection Planning/Family SecurityPrivate BankingFinancial PlanningFinancial AdvisoryWealth Management ServicesRelationship ManagementMortgage LendingWealth ManagementIncome Protection

ABOUT JUNAID JAMALL

An accomplished and highly credible diploma qualified Financial Planning Advisor with a…

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Junaid Jamall — Personal Wealth Adviser at Schroders Personal Wealth in Coventry, GB | Unifers