Our Financial Planner & Mortgage Broker

Vishal Gulrajani

Financial Planner & Mortgage Broker in North London, Goffs Oak, Cheshunt, Waltham Abbey, Hertford & Hertfordshire

As a qualified financial adviser and mortgage broker I help clients protect their loved ones and make the most of their money to achieve all their life goals by offering appropriate financial and mortgage advice.

Career

I started my financial services career by obtaining my mortgage qualifications at the age of 18. By the age of 21 I graduated with a BA Hons. Degree in Economics from the traditional redbrick University of Reading. Soon after I was recruited by Kings Group and went on to become their top mortgage consultant in my first and second year, before joining the wealth management team and obtaining my diploma in regulated financial planning.

Qualifications

I hold the Diploma in Regulated Financial Planning (DipPFS) and Certificate in Mortgage Advice and Practice (CeMAP) and my specialist areas include: Inheritance tax planning, Pensions, Investments, buy to let mortgages and first-time buyer mortgages. I also advise on protection and insurance by offering our clients Income Protection, Life cover & Critical Illness policies. My economics degree provides me with an insight into how the housing market, investment market and interest rates work. I am now studying to become a chartered financial planner (CFP).

Interests

I enjoy playing football, tennis and golf. I love spending time with family and friends. My focus on helping people encouraged me to start up a charity to help raise awareness of depression in teenagers.

Comments

Based on core values of excellence of service and above all, integrity, I will provide you with the complete financial solutions you require to satisfy your needs both now and in the future. I appreciate that you are unique, with your own financial goals, which is why I will tailor the service and recommendations I make specifically to you.