Dhan helps clients, trustees & attorneys to make smart decisions around money. His expertise includes Financial Planning, Wealth Management, Estate and Later Life Planning.
Dhan went straight into a ‘city career’ from school, working with some of the highest profile banks in the world. In 1991 he became a specialist financial/investment planner, and then set up a dedicated Wealth Planning office. In 2016, Dhan sold the business to Succession Group.
Dhan is one of the most highly qualified financial planners in the UK, recognised as a Chartered Financial Planner with the industry body PFS and Chartered MCSI with the CISI. Dhan’s experience and expertise led him to work with the National Lottery Advisory Panel as a special adviser.
Dhan is married to Paula and are blessed with 3 children. Other than family life Dhan enjoys keeping fit and most sports, especially golf with a handicap of 10.