NP

Niral Parekh

COO

Sanlam UK


Contact Information

Email
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Company Information

Company
Sanlam UK
Industry
financial services
Employees
330.0
Seniority
C suite
Annual Revenue
75000000.0
Total Funding
26551400.0
Latest Funding
Other

Technologies

Outlook Microsoft Office 365 Amazon AWS Rackspace Zendesk Salesforce Typekit Mobile Friendly reCAPTCHA Shutterstock Google Tag Manager Microsoft-IIS PHP 5.3 JQuery 1.11.1 Google Analytics WordPress.org Google Maps Basis Remote

Keywords

wealth management investments savings retirement financial planning financial peace of mind investment management retirement planning pensions advisory inheritance tax planning family protection insurance savings calculator discretionary fund management portfolio management tax optimization life insurance critical illness insurance income protection self-invested personal pension financial coaching estate planning equity release mortgages client resources investment strategies personal finance financial wellbeing holistic wealth management multi asset range model portfolios consumer duty hub medical professionals pension service charity services capital growth risk assessment financial goals goal-based investing risk management legacy planning budgeting tax efficient investments personal financial advisors financial advice insurance coverage financial independence savings vehicles investment funds diversified investment approach charitable contributions financial health checks financial literacy wealth preservation retirement income strategies personalized financial advice hybrid service model digital tools face-to-face coaching tailored investment solutions long-term financial goals client-centric approach bespoke portfolio management multi-asset investment sustainable investing esg integration retail investors professional clients financial coaches tax planning family protection diversified portfolios socially responsible investment financial advisers boutique financial services uk market client experience financial confidence financial education client empowerment wealth growth financial security investment performance client relationships financial technology innovative solutions financial services law practice legal services finance technology information technology & services

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