Pree Panchmatia
Non Executive Director @Twa Chartered Financial Planners
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WORK HISTORY
Non Executive Director @Twa Chartered Financial Planners
Manchester, GB
The Partner/Partner Practice is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives SJP Approved DD/MM/2022
EDUCATION
Chartered Insurance Institute
Chartered Financial Planner
Liverpool John Moores University
Pharmacy, Pharmacy
ABOUT PREE PANCHMATIA
A business growth specialist & chartered financial planner with 20+ years’ experience Over the years I have developed a deep expertise in the Medical & Dental Healthcare sectors – delivering engaging sales training, team alignment, increased profitability, and effective tax reduction! 🩺 🦷 My core focus is to identify your personal & business goals and objectives, then strategically design and implement a bespoke game-plan to achieve meaningful, measurable results & lasting financial independence People who have worked with me enjoy improved team-morale, synergy & performance, an increased sense of control, and more profits = wealth & fulfilment 🧘 Core skills: Wealth Management | Financial Planning | Business Psychology & Strategy | Financial Education |Board Experience | Strategic Planning | Leadership | Management | Communications | Forecasting | Financial Analysis | Team Development & Management | Business Growth | Non-Executive Director | SMEs | Start-Ups | Business Processes | Chartered Financial Planner | Fellow of Personal Finance Society
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