Panvir is a Chartered Financial Planner, who has over 30 years’ experience of working in the financial services industry.
He specialises in looking after families, where the primary client is either in retirement or close to it.
He is passionate about lifetime financial planning and sees his role as very much that of a trusted advisor, not only helping clients plan to fulfil their life goals, but also help to educate the younger generation, when dealing with the subject of transferring their parents wealth into their own hands.