Manesh Chohan

Paraplanner

After roles at Next and the City Council, the opportunity came up to have a more direct impact on people’s lives.

Day to day, my role involves supporting the advisers’ work, helping with mortgage applications, insurance and pension transfers.  I am currently working through my qualifications.

What qualifies me to help you?

BSc Money, Banking and Finance

Degree in Money, Banking and Finance University of Birmingham

DipPFS

Currently studying for Diploma in Regulated Financial Planning (Chartered Institute of Insurance - CII)

Manesh in the spotlight

What do you enjoy most about your job?

The variety of clients I meet and the wildly differing circumstances we work to help them overcome.

Three things that make your day a good day…

Sunshine, successful mortgage completions and celebratory samosas.

Something you couldn’t get through your day without…

A little workout and stretch.

How do you most like to spend your time outside of work?

Salsa dancing, baking / cooking and enjoying food with friends.

Is there a skill or hobby that you would like to master in the future?

Perform a handstand.

The important stuff

Firms and individuals must be authorised by the Financial Conduct Authority (FCA) to carry out regulated financial service activities. Tilton Conway is a trading name of The Finance Lab which is authorised and regulated by the Financial Conduct Authority (FCA). Our FCA number is 563214. You can see details of our FCA registration here.