Rupal Chohan
CFP, CeMAP
I provide bespoke wealth management advice to private individuals and businesses in and around the City of London. My advice is tailored to meet your personal and/or business objectives.
About
I take pride in making my clients feel comfortable and rewarded in our relationship in a friendly and professional manner. I make sense of financial planning and help you to achieve your goals by offering clear, easy to understand, financial advice. My main office is based in London (Knightsbridge), however, I reside in Hertfordshire, and so can meet at our Elstree offices or travel to your home or place of work.
I am committed to building and maintaining long-term relationships with my clients. Working with private individuals and businesses, I develop solid personal relationships with my clients, offering bespoke advice on all aspects of financial planning, throughout every stage of life, and providing financial peace of mind to my clients.
My business is focused on helping clients with practical solutions to the financial issues that concern them most, by focusing strategic financial guidance aimed at growing, protecting, and stabilising their wealth. I carry extensive experience in wealth management, providing broad-based financial advice to mainly high net worth clients including business owners, senior executives, retired clients, and their families.
I have held key leadership positions throughout my 20 years of a professional career in 3 major international banks within the UK and which I believe will be the most rewarding for my clients, as I leverage the expertise, knowledge, and experience and apply that to their betterment. I am a Chartered MCSI member of the Chartered Institute of Securities and Investments (CISI). I am a creative individual with a keen interest in hiking, trekking, interior designing, photography, gardening, fashion, networking, and travelling.
Let’s connect:
Private Individuals:
· Protection: Life and/or Critical Illness cover, Income Protection, PMI, Accident and Sickness cover
· Investment Planning
· Retirement Planning
· Inheritance Tax Planning
· Mortgages (Referred- your home may be repossessed if you do not keep up repayments on your mortgage.)
Business owners:
· Protection: stakeholder protection, Relevant life insurance, Key person protection, and Loan protection
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 31/01/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
