Poonam is a Chartered Financial Planner. She has over 9 years of industry experience and has a good understanding of various financial instruments. Poonam conducts an in-depth view of client’s financial circumstances to help achieve their objectives and goals. She provides holistic financial planning and investment advice to private clients, including cash flow modelling, retirement planning, protection, financial planning on divorce and inheritance tax planning.
Poonam is also a member of the Personal Finance Society part of the Chartered Insurance Institute and an affiliated member and committee member of Resolution Leicestershire.
Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
In her spare time, Poonam enjoys going to the gym to stay active, cooking, and travelling.