Call our Independent Financial Advisers 01727 845500

I enjoy everything about my job, I like the people I work with and the client interaction. Many of our clients have been with us for a long time so I know them well and enjoy helping them.

Nayanesh Kakkad, Administrator, North London

Nayanesh Kakkad Administrator, North London

Nayanesh previously worked as a Manager, Financial adviser and Mortgage adviser for a couple banks and building societies, before transferring to Lonsdale Wealth Management in 2010.

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

Out of work I like spending time with my family. I play golf occasionally, walk regularly and exercise 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

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