Nidhi Shani

My role

My role is to support our financial planners and paraplanning manager to ensure that our clients’ lifestyle goals can be achieved and to aid in the process of providing them with the best possible advice to achieve these goals.

I enjoy researching and composing a plan which is tailored to each client to provide them with absolute peace of mind.

Background

I began working in financial services in 2017, after completing my degree in Economics with Banking.

I started my career as a financial administrator and gradually transitioned into a Paraplanning/Technical role within an independent financial advisory company.

Since then, I have enjoyed the scope that financial planning offers and have particularly enjoyed the Inheritance Tax Planning aspect.

What’s important to me

I am a very homely person and enjoy spending time with my family and friends, whether it’s a movie night, games night or a garden party!

Supporting others is important to me because I find fulfilment and enjoyment when the people around me are happy.

I love the opportunity to be creative, whether it’s learning a new skill or trying a new cuisine! I live for the simple things in life and definitely wouldn’t turn down an opportunity to travel!

Qualifications

I have a Diploma in Regulated Financial Planning and will look to further develop my knowledge by working towards Chartered Financial Planner status in the years to come.