“The best bit about the job is being able to tell a client ‘You can retire now and not worry about money’.”
- Locations
- London, City
Ketan specialises in financial planning, advising clients on a range of complex financial issues, such as retirement and pensions, tax-efficient investments and estate planning.
He is particularly proud of his involvement with our financial wellbeing programme, a scheme aimed at those who may not have access to financial planning and which takes referrals through employers. Through the programme he has helped people – often at the start of their careers – who face everyday worries such as how they are going to pay their rent or save money to buy a house.
He joined RBC Brewin Dolphin in 2016 having started his financial services career in 2007 when he qualified as a financial planner through the Chartered Insurance Institute.