Nayanesh Kakkad

Administrator, North London

Lonsdale
Role


Nayanesh is responsible for placing buy and sell trades as advised by the adviser, preparing paperwork for client meetings/reviews, and gathering information for various products held by clients including pensions, ISAs and protection policies. He is also the main point of contact for client queries that are not advice related.

Career
Highlights


Nayanesh previously worked as a Manager, Financial adviser, and Mortgage adviser for several banks and building societies, before transferring to Lonsdale Wealth Management in 2010 when our North London office opened.

A Little
About Nayanesh


Out of work Nayanesh likes spending time with his family. He plays golf occasionally, walks regularly and exercises as often as the body will allow.

I Have been very impressed with Simon & Nayanesh, they have given me the confidence to go down the investment route which was not an easy task!”

Ms B, Devon

Find the Barnet, North London office

11 Wrotham Park, Barnet, Hertfordshire, EN5 4SZ