VJT Wealth Management Ltd

I set up my own Company in 2018 following a career of over 30 years with HSBC, which included 20 years of providing regulated financial advice, but with particular expertise in helping and advising high net worth clients. This has involved creating portfolio management and estate planning strategies, which can often be complex. 
I decided to operate under the network Vision Independent Financial Planning Ltd because of their philosophy and values and I know that their practices will allow me to give my clients the time they need and deserve to ensure that they are at the centre of all I do.
Integral to my business is building long term trusted relationships with my clients, so I can understand what is really important to them and their families both now and in the future. My job and purpose is to help them achieve their financial goals and grow their wealth by putting in place robust financial planning, but also crucially ensuring that plans are in place to protect what is important to them.