Poonam Chudasama
Independent Financial Adviser
Poonam is an Independent Financial Adviser who helps clients protect their assets and increase their wealth.
Poonam practices holistic financial planning and her expertise spans many areas, including investments, pensions, protection, wills and Lasting Power of Attorney.
Specialisms
- Holistic planning
- Investments
- Pensions
- Life protection
- Critical illness
- Directors’ life cover
- Keyman cover
- Wills
- Lasting Power of Attorney
- Probate
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Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.