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Dharmesh Mistry

Dharmesh mistry

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location of Dharmesh MistryAndover, England, United Kingdom
Phone number of Dharmesh Mistry+91 xxxx xxxxx
Followers of Dharmesh Mistry284 followers

  • Timeline

    Oct 2003 - Aug 2012

    Financial Advisor

    Banco Santander (Geoban)
    Aug 2012 - Mar 2015

    Financial Consultant

    Lloyds Bank
    Mar 2015 - Jan 2016

    Mortgage and Protection Adviser

    Firstxtra Financial Services
    Jan 2016 - May 2017

    Senior Mortgage Consultant

    ContractorFinancials Ltd
    May 2017 - Jan 2019

    Financial Planner

    Contractor Wealth
    Jan 2019 - Jul 2021

    Premier Relationship Manager

    HSBC Retail Banking and Wealth Management
    Current Company
    Jul 2021 - now

    Director and Financial Planner

    Sunnymead Financial Planning Ltd

  • About me

    Building a trusted financial planning business that is inclusive and accessible to all.

  • Education

    • Queen mary college, basingstoke

      1997 - 1999
      Mathematics, physics, psychology

    • Richard aldworth secondary school, basingstoke

      1992 - 1997

    • University of gloucestershire

      1999 - 2002
      Computer technology/computer systems technology

  • Experience

    • Banco santander (geoban)

      Oct 2003 - Aug 2012
      Financial advisor

    • Lloyds bank

      Aug 2012 - Mar 2015
      Financial consultant

    • Firstxtra financial services

      Mar 2015 - Jan 2016
      Mortgage and protection adviser

    • Contractorfinancials ltd

      Jan 2016 - May 2017
      Senior mortgage consultant

      Specialist in arranging mortgages for Contractors, Self employed and Ltd Companies.

    • Contractor wealth

      May 2017 - Jan 2019
      Financial planner

      Specialist in advising and consolidating pensions for Contractors, Self employed and Ltd Companies.

    • Hsbc retail banking and wealth management

      Jan 2019 - Jul 2021
      Premier relationship manager

    • Sunnymead financial planning ltd

      Jul 2021 - now
      Director and financial planner

  • Licenses & Certifications

    • Cefa

    • Cemap

    • Dippfs