Vikash Kanani

Managing Director @Chatsworth Wealth Management

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

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WORK HISTORY

Jan 2015 — Present

Managing Director @Chatsworth Wealth Management

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Nottingham, GB

No two clients are the same and at Chatsworth Wealth Management, we take time to understand personal goals in order to deliver a bespoke plan that is right for our clients and their family. True value comes from our ongoing relationship. Through continuous feedback and necessary changes; we try to ensure that our plan gets our clients to their perfect destination.Chatsworth Wealth Management Limited 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 title \"Partner Practice\" is the marketing term used to describe St. James\'s Place representatives.SJP Approved 14/05/2024

EDUCATION

2015

Chartered Insurance Institute

(R05) Financial protection

2024

Chartered Insurance Institute

(ER1) Equity release

2024

Chartered Insurance Institute

(J12) Securities Advice and Dealing

2023

Chartered Insurance Institute

(LP3) Life and pensions principles and practice

2024

Chartered Insurance Institute

(CF8) Long term care insurance

2016

Chartered Insurance Institute

(R06) Financial planning practice

2020

Chartered Insurance Institute

(J10) Discretionary investment management

2021

Chartered Insurance Institute

(AF1) Personal tax and trust planning

2015

Chartered Insurance Institute

(R01) Financial services, regulation and ethics

2015 — 2016

Chartered Insurance Institute

Diploma in Regulated Financial Planning

2020

Chartered Insurance Institute

(AF5) Financial planning process

2016

Chartered Insurance Institute

(CF6) Mortgage advice

ABOUT VIKASH KANANI

You’ve done the hard bit. You’ve built success. But no one’s ever helped you plan…

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Vikash Kanani — Managing Director at Chatsworth Wealth Management in Nottingham, GB | Unifers