Below you will find out more about us. We have kept each introduction concise however you are welcome to get in touch if you wish to know more!
Sanjay enjoys seeing people achieve their aspirations and goals, and has a passion for using lifestyle financial planning to deliver great value to clients. Away from work Sanjay loves to watch a good film, while staying active by running outdoors, playing squash and football, and visiting the gym when time allows. This helps with the charity events / runs he takes part in throughout the year. Having friends and family spread around the country does mean that chunks of the weekend may be spent in traffic on the M4, M5 or M6!
Kevin has been looking after his clients best interests for over 20 years and is passionate about delivering a top notch service. Away from work, he is a devoted family man, with his wife Kerry and their two young children Charlie and Harriet. When the opportunity presents itself, he likes to unwind with a good movie and considers himself something of a film buff. Kevin is also an avid football fan and is looking forward to adding Charlie and Harriet to his team's supporters when they are old enough!
Anil attended university in Cardiff studying Business Management, graduating with honours. He has previously worked with several large banking institutions to develop his knowledge. Away from work Anil trains his beautiful puppy Kai, which is quite the neverending task. He trains regularly at the gym and enjoys playing football regularly. Anil recently purchased his home, which was a renovation projection so is quite the expert with any DIY questions or contacts!
Luke provides an essential role in making sure our back office is running as efficiently as possible, meaning our clients enjoy the best experience possible. Luke also manages our staff and it is likely you will meet and speak to him in our office at some point. His wealth of experience comes from having worked in the banking industry in a variety of roles, most recently as a Manager. In his spare time Luke enjoy's walking his basset hound; Bertie and is currently renovating his property.
Cejay is likely to be the first person you meet when contacting the offices. Cejay provides a vital role assisting Luke and ensuring the day-to-day running of the office is as efficient as possible. Cejay enjoys a variety of sports and participates when she can at the County Ground Lifestyle Centre. She was previously a member of Swindon Harriers and in her spare time enjoys playing football and catching up with friends.
Vicky provides support in the back office with filing, paperwork, book keeping and administration. Outside of work Vicky enjoys spending time with family, visiting the cinema to watch the latest films, sewing, fashion, hair and beauty.
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