Kapil Divecha Email & Phone Number
Head of Private Clients @ Courtiers
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Kapil Divecha Location
- Oxford, GB
Kapil Divecha Work
- 2025 -now Head of Private Clients @
- 2023 -now Private Client Manager @
- 2019 -2023 Chartered Financial Planner @
- 2019 -2019 Private Client Adviser @
- 2016 -2019 Policy and Research Assistant Manager @
- 2016 -2016 Senior Technical Assistant @
- 2014 -2015 Technical Development Consultant @
- 2013 -2014 Paraplanning Team Leader @
- 2012 -2013 Paraplanner @
- 2009 -2012 Paraplanner @
- 2009 -2010 Technical Account Manager @ SRD Financial Management Ltd
Kapil Divecha Education
- Brunel University
Business Economics Bsc (Economics)
2002-2006 - Gosford Hill School 1996-2002
Kapil Divecha Skills
- Paraplanning
- Microsoft Excel
- Financial Services
- High Net Worth Individuals
- Income Protection
- Retirement Planning
- Pensions
- Wealth Management
- Retirement
- Asset Managment
- Strategic Financial Planning
- Financial Planning
- Investment Advisory
- Inheritance Tax Planning
- Strategy
- Asset Management
Kapil Divecha Summary
- Kapil Divecha, based in Oxford, GB, is currently a Head of Private Clients at Courtiers. Kapil Divecha brings experience from previous roles at Courtiers and Grant Thornton UK LLP. Kapil Divecha holds a 2002 - 2006 Business Economics Bsc in Economics @ Brunel University. With a robust skill set that includes Paraplanning, Microsoft Excel, Financial Services, High Net Worth Individuals, Income Protection and more. Kapil Divecha has 1 emails and 1 mobile phone numbers on RocketReach.
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