Punita Bhakta

Contact Punita

The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW

Meet the team

Enthusiastic, knowledgeable, and committed to making a difference.

View more of our team

My role

My role is to provide support to our financial planners to ensure that clients are provided with the best advice to achieve their goals in life.

I am passionate about doing all I can to help others. I believe that a little help goes a long way and knowing that I can pursue this in my role is extremely rewarding.


I began my career in financial services on completion of my degree in Economics and Finance. I spent over 5 years working at an adviser firm in Leicester, gaining a vast level of knowledge of the industry and strove to provide an excellent service to clients during my time there.

I am eager to expand my knowledge and I very much enjoy seeing how unique each person’s circumstances are when looking into their cases.

What’s important to me

My family and friends are my main focus in life and I do my best to enjoy my spare time with them.

I enjoy cooking and travelling and have been lucky enough to explore the cultures of many different destinations around the world. I try my best to live life to the fullest as in my opinion, life is too short not to!


I have the Diploma in Regulated Financial Planning and will look to work towards Chartered Financial Planner status in the years to come.