Danisha is passionate about providing holistic advice and offering strategic solutions to help her clients achieve their financial objectives.
As a Fellow of the Personal Finance Society, Chartered and Certified financial planner and STEP affiliate, she is highly qualified and well versed in all aspects of financial planning.
Proficient in lifestyle/cashflow modelling, she works with clients to provide bespoke solutions and has particular expertise in pensions, retirement and estate planning.
Furthermore, by building long term client relationships, Danisha provides a structured ongoing service for clients who range from early stage tech startups to private clients wishing to pass on their wealth to future generations.
She is passionate about the importance of financial education and is regularly asked to attend and present at events or comment in the press.
Personal interests include: travel, scuba diving, horse riding, going to the theatre and gigs, photography.