Punita Bhakta

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.

Background

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!

Qualifications

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