Krupesh Kotecha's Location
Nottinghamshire, Nottinghamshire, United Kingdom
Krupesh Kotecha's Work
- Financial Planner @ Balance: Wealth Planning Limited
- Independent Financial Advisor @ Wren Sterling
- Volunteer Consultant and Committee Member @ Healing Little Hearts
- Paraplanner @ Brown Shipley | A Quintet Private Bank
- Paraplanner @ Hampton Dean Acquired by Brown Shipley
- Authority Governor @ Leicestershire County Council
- Independent Financial Advisor @ AFH Wealth Management
- Financial Advisor @ The Co-operative Bank plc
Krupesh Kotecha's Education
- Chartered Institute for Securities & Investment2013 - 2016
- Institute of Financial Services (IFS) School of Finance
Krupesh Kotecha's Skills
- Wealth Management
- Financial Services
- Investments
- Retirement Planning
- Wealth
- Investment Strategies
- Investment Advisory
- Retirement
- Portfolio Management
- Pensions
Krupesh Kotecha's Summary
Krupesh Kotecha, based in Nottinghamshire, Nottinghamshire, United Kingdom, is currently a Financial Planner at Balance: Wealth Planning Limited, bringing experience from previous roles at Wren Sterling, Healing Little Hearts, Brown Shipley and Hampton Dean. Krupesh Kotecha holds a 2013 - 2016 Chartered Institute for Securities & Investment. With a robust skill set that includes Wealth Management, Financial Services, Investments, Retirement Planning, Wealth and more, Krupesh Kotecha contributes valuable insights to the industry. Krupesh Kotecha has 1 email on RocketReach.
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