“It is my job to get to know the things that are important to clients in relation to their personal beliefs and financial planning beliefs. It is about having a normal conversation and integrating the financial piece into that.”
- Locations
- Birmingham
Satnam helps private and retail-based clients to plan their financial future, working with them to understand what their financial goals are and ensuring that their wealth is planned so that they can achieve them.
With a reputation for being both knowledgeable and approachable, he has over 15 years of experience in assisting clients with retirement planning, estate planning, investment advice, tax strategies and overall support managing their finances.
Satnam started in the financial planning sector in 2007. Since then, he has worked for large organisations such as NatWest and Prudential UK. While at HSBC, he helped to set up their Proposition team. A Member of the Chartered Insurance Institute, he joined our Birmingham office in 2021.