Arpit Shah
Chartered FCSI, MSc (Finance), BSc (Hons)
I have worked in financial services for 19 years and provide broad based advice, mainly to business owners, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, and investment planning.
About
Arpit attained RDR Level 4 qualifications in 2012. Arpit qualified with a MSc degree in Finance from the University of Gloucestershire. Arpit also holds Pension Transfers & Planning Advice qualifications and is accredited with Chartered Fellow from Chartered Institute for Securities & Investment (CISI) since 2022.
Arpit entered financial services in 2006 having completed a degree in Mathematics from University College London(UCL). His career has been built with Halifax, Royal Bank Of Scotland, Citi Bank before launching his himself as an IFA in 2015. In 2016 we accepted the invitation to join St. James's Place as an Associate Partner Practice serving variety of clients in London and the South East.
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.
