Ranjeeta Dalvi
DipPFS
I have worked in the financial services for over 15 years with an extensive background in banking and wealth management servicing clients in all areas of financial planning. During this time, I have developed an in-depth knowledge and experience in many challenging areas of financial planning.
About
I am incredibly passionate about my work and the role it plays within the lives of my clients. I believe in providing my clients with excellent service and correct advice for their personal circumstances. I understand how important my role as an adviser is and I take the responsibility that comes with it extremely seriously.
Every client’s situation is unique, so it is important to acquire a comprehensive understanding of how our services may benefit your individual financial plans. As a Partner Practice of St. James's Place we can offer a comprehensive range of financial solutions.
Outside of my working life, I am a mother of two Kiyaara and Rohan. My husband and I along with the children enjoy trekking, cycling and long walks with our cocker spaniel, Toffie!
Testimonials
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.
