Raj Mulji
Principal of Srm Financial Services @Srm Financial Services
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WORK HISTORY
Principal of Srm Financial Services @Srm Financial Services
Nottingham, GB
I pride myself on providing the highest level of service for both private and corporate clients, always giving bespoke advice to meet a variety of financial objectives, specialising in investment planning, retirement planning and protecting clients and their wealth, whilst incorporating tax efficient strategies.
EDUCATION
Chartered Insurance Institute
Diploma in , Financial Planning and Services
ABOUT RAJ MULJI
I specialise in providing bespoke face-to-face financial advice, adding value through both advisory knowledge and a commitment to the highest level of ongoing service.My approach is very simple; to understand my clients financial objectives, and help them achieve these in the most tax-efficient way possible through a carefully constructed financial plan.Please feel free to contact me if you require advice on- Investment Planning- Retirement Planning- Tax Mitigation Strategies- Trust & Estate Planning- Financial Protection- Corporate Specific Advice (Profit Extraction, Employee Benefits, Shareholder Protection)Your home may be repossessed if you do not keep up repayments on your mortgage.Trusts are not regulated by the Financial Conduct Authority.The 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) for the purpose of advising solely on the Group\'s wealth management products and services, more details of which are set out on the Group\'s website at 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 xx/xx/xx
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