Sanjay is a seasoned professional with a wealth of experience in the financial services sector since 2013. After graduating with a University degree in Economics, Sanjay’s strong foundation in the subject serves as the bedrock of his expertise. Prior to creating TheWealthPoint, he honed his skills in the Markets and International Banking division at the prestigious Royal Bank of Scotland.

Sanjay’s areas of specialisation include retirement planning, investments, and inheritance tax planning. As a member of the esteemed Chartered Insurance Institute since 2015, he holds the coveted Diploma in Regulated Financial Planning and the Certificate in Pension Transfer Advice. His dedication to professional growth led him to become an approved Pension Transfer Specialist in 2018.

With an unwavering commitment to his clients, Sanjay has successfully expanded his client base in the North West since 2018. His growth is a testament to his meticulous financial planning process, which has earned him a stellar reputation.

Sanjay’s diverse client base reflects his belief that everyone, regardless of age, profession, or wealth, deserves equal access to exceptional financial advice. His personalised approach and meticulous attention to detail have garnered rave reviews, with existing clients referring their friends and family to him. When he’s not helping clients secure their financial future, Sanjay enjoys staying active and exploring his love for outdoor activities.