Nik R.

Independent Financial Advisor @Wren Sterling

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

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WORK HISTORY

Jan 2023 — Present

Independent Financial Advisor @Wren Sterling

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Nottingham, GB

A committed and enthusiastic individual, thoroughly determined with a strong work ethic. I am passionate about helping clients meeting their personal financial objectives by providing them with needs based solutions.My career in Financial Services began at a high street bank and I benefitted from an array of experience from peers and colleagues. I work with Wren Sterling to provide full financial advice across all major areas.My areas of expertise include relationship building and ongoing client management particularly with a focus on retirement planning and estate planning.If you would like to discuss any areas of your financial planning needs on topics such as Retirement planning, Investment planning, Protection or Estate Planning please feel free to mail me.

EDUCATION

2001 — 2004

Nottingham Trent University

Diploma of Higher Education, International Business

2005 — 2006

University of Derby

Ba International Business, International Business

ABOUT NIK R.

A committed and enthusiastic individual, thoroughly determined with a strong work ethic…

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