Kash Choudhury DipPFS
About me
I am an Independent Financial Adviser putting my clients at the heart of what I do. My advice is focused on my Commercial and Personal customers on an ongoing relationship basis with an emphasis on exceptional service and bespoke advice. I provide unbiased advice with over 20 years of experience specialising in: –
Pension (Workplace, Personal, SIPP, RAC and Income Drawdown)
Investments (ISAs, OEIC and Bonds)
Tax (Business, Corporate and Personal IHT Planning)
Protection (Director Share Protection, Key Person, Income and Liabilities)
My history
I joined the financial services industry in 1997 after graduating from City University Business School, London and joined Lloyds TSB. I became a successful Private Financial Planning with LTSB from 2001 before moving to become a Commercial Financial Planning Manager at NatWest in 2006. My experience has been built on providing advice in all areas of business, commercial and personal pension arrangements, protection, wealth and inheritance tax planning. I joined DGS in 2015 to allow me to further help my clients in a truly independent advice arena in all areas of financial planning.
My qualifications
- J01 – Personal Tax
- R01 – Financial services regulation and ethics
- R02 – Investment principles and risk
- R08 – Pensions Update
- CF1 – UK financial services, regulation and ethics
- CF2 – Investment and Risk
- CF3 – Financial Protection
- CF4 – Retirement Planning
- CF5 – Integrated Financial Planning
- CF6 – Mortgage Advice
- CeMap – Mortgage Advice
- FPC – Financial Planning Certificate
