Rikesh Chauhan

Rikesh ChauhanFinancial Adviser

Contact Details
Licensed, Registered or regulated in
Areas of Expertise
  • Pensions
  • Investments
  • Protection
  • Inheritance Tax Planning
  • Estate Planning
Qualifications
  • Bachelors Degree, Mathematics and Finance
    Investment Management Certificate
    CII Level 4 (DipPFS) Diploma in Regulated Financial Planning

Rikesh has been a qualified Financial Adviser since 2019 and works closely with individual clients and businesses to deliver solutions to help achieve their financial goals primarily through the use of Pension, Investment, Protection and Inheritance Tax (Estate) Planning.

Prior to working in the Financial Services sector, he started his career at Harrods Private Bank where he recognised the true value of personal relationships.

Outside of work, if not with family, you’ll most likely find Rikesh out on the golf course!

How can we help you?

If you would like to speak to one of our advisers, please get in touch today.

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