Rohan S.
CEO Institute for Financial Wellbeing @Institute For Financial Wellbeing
Darlington, GB
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WORK HISTORY
Dec 2025 — Present
CEO Institute for Financial Wellbeing @Institute For Financial Wellbeing
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EDUCATION
2014 — 2015
LIBF
Advanced Diploma for Financial Advisers (AdvFA), QCF Level 6
2013 — 2014
LIBF
Diploma for Financial Advisers (DipFA)
2014 — 2015
LIBF
The Award in Pension Transfers (AwPETR)
2014 — 2014
LIBF
Certificate in Mortgage Advice & Practice (CeMAP)
2004 — 2007
Sheffield Hallam University
2:1, BA (Hons) Financial Services
ABOUT ROHAN S.
Co-Founder of Plannex and CEO of The Institute for Financial Wellbeing
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