Poonam Poojara
Chartered Financial Planner

0116 247 3617

108 New Walk
Leicester
LE1 7EA

Expertise

Having graduated with a BA Hons in Economics from the University of Leicester in 2010, Poonam started her career in the financial services working for Santander as a personal banking advisor. She then joined LEBC Group in 2012 as a trainee consultant developing her skills within various roles. Since joining the company Poonam has worked as a member of the client support and paraplanning team and is now a fully qualified financial adviser.

Poonam provides expert advice in Auto-enrolment for businesses and also focuses on providing advice to individuals in relation to all aspects of financial planning, from protection to investment planning and pensions.

Poonam is also a senior member of the Pensions on Divorce team providing collaborative research in respect of pension sharing.

Professional Qualifications

  • BA (Hons) Economics
  • Diploma in Regulated Financial Planning

    - CF6 Mortgage Advice

    - R08 Pensions update

Service Areas

  • Auto-enrolment: Individual and Corporate clients
  • Pensions on Divorce
  • Investment Planning
  • Retirement Planning

Personal

Outside of work, Poonam enjoys swimming and going to the gym regularly to stay fit and healthy. She also spends her spare time socialising with friends and family.

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