Krupesh Kotecha

My role

I am Investment Director & Financial Planner at Balance: Wealth Planning, which means that I help people to live the life they want, without worrying if they will run out of money.

Many of my clients are people who find financial services or their financial affairs to be complex and are looking for someone to remove the jargon and make things easy to understand. Usually they are looking for advice in a particular area for example: pension planning, or making sure they are properly insured so their families will be ok if the unexpected were to happen, or for help with Inheritance Tax planning.

Often through the process we find there is much more to consider than they originally thought and I can help them make some important decisions.

I work with clients throughout Nottinghamshire, Leicestershire and Derbyshire.

Background

I started my financial services career in 2001 and have worked in many different areas, including private banking, regional financial advice firms and national wealth managers.

This has given me a breadth of experience that allows me to help a variety of people at different stages in life.

What’s important to me

I truly believe that if you are passionate about what you do then you can make a real difference in people’s lives.

By helping people to gain clarity of their financial future through holistic financial life planning makes a great difference and provides me with real fulfilment.

It’s also important for me to spend time with my family and three young children, which keeps me very busy when not working!

Qualifications

I hold the Diploma in Financial Advice awarded by The London Institute of Banking & Finance. I am also a Financial Life Planner having trained at the globally recognised Kinder Institute of Life Planning.

I am continually seeking to develop myself further and I am studying to attain The Certified Financial Planner certification, a qualification held by less than 4% of all financial advisers in the UK.

To find out more about me, please read my adviser pack.

Our clients… in their own words

To read how our clients feel about our service, in their own words, click the link below. This shows the feedback given by clients of our Managing Director, Rebecca Aldridge.