Amit Ladwa Dip Fa
About Amit Ladwa Dip Fa
Amit Ladwa is a Financial Planning Manager with extensive experience in the financial services sector, currently working at Nationwide Building Society since 2011. He specializes in Pension Transfer Analysis, Long Term Care Provision, and Estate/Inheritance Tax Planning, emphasizing strong client relationships and service quality.
Work at Nationwide Building Society
Currently, Amit Ladwa serves as a Financial Planning Manager at Nationwide Building Society. He has held this position since 2011, accumulating over 13 years of experience in this role. His responsibilities include providing financial planning services and ensuring clients receive tailored advice to meet their financial goals.
Previous Experience in Financial Planning
Amit Ladwa has a diverse background in financial planning. He worked at HSBC as a Financial Planning Manager for one year from 2009 to 2010 in London. Following this, he joined Barclays Wealth and Investment Management for three months in 2010, also in London. Before these roles, he was a Senior Mortgage Broker at Bank of America from 2007 to 2009 in Charlotte, North Carolina.
Education and Expertise
Amit Ladwa studied at the Institute of Fiscal Studies (IFS), where he focused on Financial Planning and Services. He achieved several qualifications, including DipFA, CeFA, and CeMAP. His expertise includes Pension Transfer Analysis, Long Term Care Provision, and Estate/Inheritance Tax Planning, allowing him to provide comprehensive financial advice to clients.
Client Relationship Management
Amit Ladwa emphasizes the importance of maintaining long-term trusted relationships with clients. He is committed to quality, integrity, and excellence in service, ensuring that clients receive reliable and effective financial planning advice tailored to their individual needs.