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Sunil Mehan
Finacial Advisor at Pfp Wealth
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Work Experience
Finacial Advisor
Dec 2014 - Present · 10 years
watchovia
Investment Consultant And Financial Advisor
Jun 2009 - Nov 2014 · 5 years and 5 months
Financial Advisor
Feb 2007 - Jun 2009 · 2 years and 4 months
Company Details
11-50 Employees
PFP Wealth Group Ltd is a Senior Partner Practice of St. James's Place Wealth Management. At PFP Wealth we place our clients at the heart of the business and believe that the best way to give personal financial advice is through our team of Professional Financial Advisers. We understand that regular client contact and financial reviews are the key to successful financial planning simply because the world does not stay the same. PFP Wealth Ltd exists to guide and support our clients throughout their financial life and help them to achieve their financial goals. PFP has been providing financial advice to thousands of clients since 2000. Operating as both a National and Network IFA under the PFP IFA brand for eleven years, it grew to be a top 100 IFA. During this time, the company established itself as one of the UK's leading financial advice and service organisations. PFP Wealth's main advice centres are in Yorkshire, North East, Cotswolds, London and Northern Ireland, but we can provide advice to clients anywhere in the UK and Northern Ireland. “At PFP Wealth, People are our First Priority” 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. SJP Approved 30/03/2023
Year Founded
2000
Social Media
Linkedin
Industry
Financial Services
HQ Location
Unit 8, Paragon Business Park Red Hall Court Wakefield, WY1 2UY, GB
Keywords
Personal Financial PlanningAdvice for BusinessesInvestment PlanningProtecting You & Your Estateand Retirement Planning
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