Rajesh Modha Email & Phone Number
IFA; Financial Planner; Pension Transfer Specialist; Financial Life Planner. @ The Finance Lab Ltd
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Rajesh Modha Location
- Leicester, GB
Rajesh Modha Work
- 2009 -now IFA; Financial Planner; Pension Transfer Specialist; Financial Life Planner. @
- 2002 -now Chartered Financial Planner @
- 2002 -now Holistic Financial Life Planner @
- 1996 -2001 Managing Director @ JAK Modha Ltd
Rajesh Modha Education
- Kinder Institute
Registered Life Planner (Putting the client at the centre of your practise. Not the product.)
2010-2011 - The University of Birmingham
BEng & BComm, Double Honours. (Manufacturing Engineering & Economics)
1989-1993 - Judgemeadow Community College 1987
- Judgemeadow Community College
(Financial Life Planning)
- Kinder Institute
Rajesh Modha Skills
- Holistic Financial Planning
- Financial Coaching
- Investments
- Inheritance Tax Planning
- Wealth Management
- Retirement Planning
- Financial Advisory
- Estate Planning
- Wealth
- Investment Strategies
- Financial Planners
- Insurance
- Finance
- Corporate Finance
- Cash Flow
- Strategic Financial Planning
- Pensions
- Retirement
- Investment Advisory
- Income Protection
- Portfolio Management
- High Net Worth Individuals
- Asset Allocation
- Asset Management
- Critical Illness
- Mutual Funds
- Wealth Accumulation
- Savings
- Personal Finance
- Investment Management
- SIPP
- Fixed Annuities
- Financial Services
- Protection
- Long-term Care
- Funding
- Alternative Investments
- Mortgage Lending
- Trusts
- Wealth Preservation Planning
- Business Strategy
- Financial Planning
Rajesh Modha Summary
- Rajesh Modha, based in Leicester, GB, is currently a IFA; Financial Planner; Pension Transfer Specialist; Financial Life Planner. at The Finance Lab Ltd. Rajesh Modha brings experience from previous roles at The Finance Lab Ltd and JAK Modha Ltd. Rajesh Modha holds a 2010 - 2011 Registered Life Planner in Putting the client at the centre of your practise. Not the product. @ Kinder Institute. With a robust skill set that includes Holistic Financial Planning, Financial Coaching, Investments, Inheritance Tax Planning, Wealth Management and more. Rajesh Modha has 2 emails and 1 mobile phone numbers on RocketReach.
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