Neel Joshi

Trainee Financial Advisor @M&G

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

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WORK HISTORY

Dec 2024 — Present

Trainee Financial Advisor @M&G

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GB

M&G Wealth Academy, where I’ll continue working towards the Level 4 Diploma in Regulated Financial Planning. This opportunity marks an important step in my journey to becoming a fully qualified Financial Adviser. I’m excited to balance these experiences, further develop my skills, and help individuals and families achieve their financial goals. Grateful for the opportunity to keep learning and growing with M&G Wealth.

EDUCATION

N/A

Chartered Insurance Institute

Certificate in Mortgage Advice

N/A

Gateway College

A-Levels

N/A

Aston Business School

BSc Economics

ABOUT NEEL JOSHI

Independently supporting families with tailored and proactive protection and mortgage…

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Neel Joshi — Trainee Financial Advisor at M&G in Leicester, GB | Unifers