I enjoy everything about my job, I like the people I work with and the customer interaction. Many of our customers have been with us for a long time so I know them well and enjoy helping them.”
Nayanesh Kakkad
Administrator, North London
Lonsdale
Role
Nayanesh is responsible for placing buy and sell trades as advised by the adviser, preparing paperwork for customer meetings/reviews, and gathering information for various products held by customers including pensions, ISAs and protection policies. He is also the main point of contact for customer 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!”
Find the Barnet, North London office
11 Wrotham Park, Barnet, Hertfordshire, EN5 4SZ