Keval Popat
Graduate Financial Planner @Saltus
Cambridge, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2023 — Present
Graduate Financial Planner @Saltus
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St Albans, GB
18th September 2023 - 31st December 2023: SIPP Services Department1st January 2024 - August 2024: Client ServicesSeptember 2024 - January 2025: ComplianceFebruary 2025 - Present: Paraplanner
EDUCATION
N/A
Chartered Insurance Institute
RO1 - Financial services, regulation and ethic
N/A
Chartered Insurance Institute
RO4 - Pensions and Retirement Planning
N/A
University of York
Economics and Finance
N/A
Sir Christopher Hatton Academy
A level’s
N/A
Chartered Insurance Institute
RO3 - Personal Taxation
N/A
Chartered Insurance Institute
RO5 - Financial protection
N/A
Sir Christopher Hatton Adademy
GCSE’s
N/A
Chartered Insurance Institute
RO2 - Investment Principles and Risk
ABOUT KEVAL POPAT
Trainee Financial Planner / Paraplanner
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