Rajiv Prabhakar
B.A (Hons) Econ, Dip Management, Dip PFS
Having worked with Medical and IT professionals since 2009, I have a good understanding on how to help them protect and enhance their wealth. Most of them have very little time to look after their own financial needs due to a very busy professional life and family commitments. I come in handy as they find it difficult to monitor the existing investments due to lack of financial planning knowledge and time constraints. I have an aptitude for important issues like planning higher education needs, retirement planning, and changing pension rules within NHS.
About
I specialise in generating new business through referrals and networking.
Active in Local community work (Lions Club, Institute of Indian Culture).
I provide holistic financial planning service to the following clients:
- Medical Professionals working for NHS and Private sector
- Dentists Employed and Self-employed
- Medical Professionals operating through limited company for private practise like Anaesthetists, Surgeons & Radiologists
- IT contractors
- Pharmacists
- Business Owners
I have previously worked for 20 years with a multinational software provider in the automotive industry. I was very successful in Account Management and new business generation. Also worked for 7 years with an international publishing company as National and International Sales Manager during which I travelled extensively to over 80 countries and Indian subcontinent.
During my tenure with Activant Solutions, I had won several awards for outstanding performance namely Gold Clubs, Golden Triangle, and Million Dollar Club.
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.
