Kaz Dev Cfptm

Associate Director @Walker Crips

Bristol, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jul 2023 — Present

Associate Director @Walker Crips

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With over 25 years experience and highly qualified adviser working with a wide variety of different clients who often have differing needs and financial positions. I like the diversity of working with high net individuals, business owners, and trustees on all aspects of financial planning, with particular expertise in estate planning, tax, investment and retirement planning.

EDUCATION

N/A

The Chartered Institute for Securities & Investment (The CISI)

Certified Finanacial Planner and Chartered Fellow (Financial Planning) FCSI

N/A

Chartered Insurance Institute

Fellow and Chartered member of CII/PFS

SKILLS

Personal FinanceEstate Tax PlanningLong-Term CarePersonal InjuryWealth Management ServicesPension FundsFinanceIndependent Financial AdviceEmployee BenefitsInvestment StrategiesFinancial PlannersInvestmentsLong Term Care InsuranceWealth ManagementSavingsFixed AnnuitiesTrustsFinancial AdviceAnnuitiesPersonal Tax PlanningOffshore InvestmentsFinancial AdvisoryFinancial PlanningCash FlowHigh Net Worth IndividualsInvestment AdvisoryLong Term CareRetirement PlanningInheritance Tax PlanningWealthPensionsEstate PlanningRetirementIncome ProtectionStrategic Financial Planning

ABOUT KAZ DEV CFPTM

I have over 25 years experience as an independent financial planner and highly qualified…

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