Principal Partner Practice of St. James's Place Wealth Management
Minaxi started her career with the Inland Revenue working with complex tax cases. She decided to move over to the Financial Services Industry in 1999 giving full financial planning to clients, within a large Bancassurance. Minaxi progressed through her career to Senior Financial Adviser and completed her Diploma in 2007.
She was awarded the FT ‘Best Sales Professional in the Industry’ in 2007 after being nominated by her Senior Managers. To win the award is a testament to her financial services acumen and her strive to work to very high ethical standards.
She has also now achieved Chartered Status, Fellow of the Personal Finance Society and completed her Advanced Diploma in Financial Planning, which demonstrates enhanced technical knowledge and very sophisticated financial planning skills to support the provision of high quality advice!
Minaxi was invited to join CMP Financial in early 2011, to provide full wealth management advice to her clients. She has significant experience in Pension Planning, Investment planning and now specialises in Estate Planning. Minaxi really enjoys working with her clients, who are often too busy to manage their finances themselves, and helps to accumulate wealth, and then to preserve it to achieve their personal and family goals.
Minaxi is married with two children, and when not working enjoys cooking and watching her sons play football.
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.
CMP Financial is a trading name of Specialist Trust Solutions LLP. Specialist Trust Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC316863. Registered Office: The Stable Barn, Upton End Farm, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, England. View the Members of Specialist Trust Solutions LLP.