Vishal Vaja Advdipfa Petr Certltcp Chartered Alibf

Vishal Vaja AdvDipFA PeTR CertLTCP Chartered ALIBF is a Chartered Wealth Management Partner at True Potential LLP since May 2022, previously serving as a Chartered Financial Planning Consultant at Quilter Financial Advisers from October 2012 to August 2022. With extensive experience in financial planning, Vishal has provided high-quality advice on pension transfers, life assurance, wealth management, tax planning, personal and business insurances, and will writing. Prior work includes roles at AXA Wealth as a Financial Planning Manager, Co-operative Financial Services as a Bancassurance Financial Adviser, Lloyds TSB as a Personal Banking Manager, and Alliance & Leicester as a Customer Adviser. Education includes advanced diplomas in financial advice and certifications in financial advising and mortgage advice from various institutes.