Financial Adviser@ Eden Financial & Wealth Management Ltd
Watford, Hertford, United Kingdom
Deepak Sukhani
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FlashIntel GPTDeepak Sukhani is a highly experienced financial advisor with 16.5 years of work experience. He specializes in strategic financial planning, pensions, inheritance tax planning, wealth management, and income protection. Deepak has worked in various roles, including as an independent financial advisor and financial planning manager, demonstrating his expertise in retirement planning and relationship management. He has also worked at reputable institutions such as Eden Financial & Wealth Management Ltd and AXA Wealth. Deepak's strong background in the financial industry makes him a valuable asset in providing financial advice and building strong relationships.
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Emails and Phone Numbers
Work Experience
Financial Adviser
Financial Services
Deepak Sukhani's Professional Milestones
- Financial Adviser (2014-02-01~2022-02-01): Providing financial advice to clients, assisting them in financial planning and maximizing their financial stability.
- Financial Planning Manager (2010-09-01~2012-07-01): Developed and implemented comprehensive financial strategies to optimize company profitability and drive sustainable growth.
Education
Skill
Strategic Financial Planning
Pensions
Inheritance Tax Planning
Wealth Management
Income Protection
Financial Advisory
Investments
Retirement Planning
Relationship Management
Retirement
Life Insurance
Private Banking
Mutual Funds
Fixed Annuities
Residential Mortgages
Customer Service
Unit Trusts
Business Relationship Management
Independent Financial Advice
Wills
Building Relationships
Employee Benefits
Certification
Colleagues
Neil Brown
independent financial adviser and managing director
Alastair Brooks
director eden financial & wealth management ltd
Charlotte Procter
Senior Paraplanner / Office Manager at Eden Financial & Wealth Management Ltd
Charlotte Procter
paraplanner office manager at eden financial & wealth management ltd
ADRIAN BALASA (DipFA)
Financial Advisor | Financial Services Sales
Other Named Deepak Sukhani
Frequently asked questions
We found 1 Deepak Sukhani's phone numbers
Deepak Sukhani works for Eden Financial & Wealth Management Ltd
Deepak Sukhani's role in Eden Financial & Wealth Management Ltd is Financial Adviser
Deepak Sukhani works in the industry of Financial Services
Deepak Sukhani's colleagues are Neil Brown,Alastair Brooks,Charlotte Procter
Deepak Sukhani's latest job experience is Financial Adviser at Eden Financial & Wealth Management Ltd
Deepak Sukhani's latest education in BMS
