I have worked in finances for over ten years, working for well-known institutions, including Halifax and Nationwide. Today, I enjoy working at Future Planning providing impartial and comprehensive advice.
By taking the time to understand what clients wish to get out of life and through detailed planning, I can show them if they are on track and how to remain so. This may involve reviewing the suitability of their assets, like their pensions, investments and mortgages, and providing tailored recommendations.
In doing so, they benefit from increased tax efficiency, financial independence, better financial security and peace of mind, inevitably giving them and their family an optimised lifestyle and reducing their worries.
I strongly believe in only working with clients I can add value to.
In my spare time, I like seeing family, friends and spending time with my dog. I have also started renovating my home, and I like to keep active. Whether that be running once a week, going to the local gym or playing football with a group of friends.
The important stuff
We strongly recommend that you check the credentials of any financial planner or adviser who you may consider working with. You can view Anil’s Statement of Professional Standing (SPS) Certificate by clicking here.
- Family time
- Scuba diving
- Cruelty to animals
- Poor service
Get to know
On an ideal weekend, you can find me:
Working on a new skill, socialising with family & friends or watching sports.
My favourite holiday destination is:
The Philippines, easily my favourite place.
If I could be any fictional character, I would be:
Bruce Wayne by day, Batman by night.
If I could turn any activity into an Olympic sport, I would win a medal in:
Stopping the microwave at 0.001 seconds before the ringer goes.
The three qualities that draw me to new people are:
Good sense of humour. Down to earth. Honesty.
The three people at my dream dinner party would be:
Christian Bale. Thierry Henry. Mike Tyson.
The three small things that make my day better are:
My dog rolling over. Deliveries. Markets performing well.
The three things I love most about my job are:
Helping clients retire earlier than they anticipated. My colleagues. Being able to walk to work.
The types of people I most enjoy working with are:
Helping those most in need. Those who appreciate life is not a rehearsal. Open-minded people.
Have a question?
Get in touch with us
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