Meet Sanjay

At work

I started working in finance in 2001. After a diverse career providing financial and mortgage advice at banks including Halifax and Lloyds, my vision was to offer a more personalised, better quality service than high street banks, national chains and traditional financial advisers. So, I opted for redundancy in 2012 to go self-employed and after establishing the business then needing to expand further, Future Planning was born in 2015.

I specialise in helping clients understand how much money they need in life and creating detailed plans on the best way of achieving their goals. I also focus on tax, investment, retirement and estate planning, and particularly enjoy helping higher earners/company owners to escape their work and remain free from financial worries, so they can enjoy life to the full.

At home

On the weekends, I enjoy catching up with friends and family as well as long walks with my partner and dogs. We are currently renovating our next home, so this takes lots of researching on Pinterest (with me not winning most of the design discussions!). I enjoy and have interests in trading markets and forex, property, investments in disruptive industries, and broad music, film and sporting interests.

I play football several times a week with friends, however, I’m not that good albeit still competitive on the pitch! I also enjoy exploring new places, both in the UK and overseas and have a bucket list of places to tick off – the same as I encourage clients to have.

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 Sanjay’s Statement of Professional Standing (SPS) Certificate by clicking here.