Rita Verma FPFS
Chartered Financial Planner
Rita helps business owners, professionals and families build, protect and pass on wealth with confidence.
As a Chartered Financial Planner with over 24 years’ experience, Rita specialises in retirement planning, inheritance tax mitigation, estate planning and business succession strategies, helping clients make informed financial decisions that create lasting security for themselves and future generations.
Areas of expertise:
- Retirement Planning
- Inheritance Tax & Estate Planning
- Inter-generational Wealth Planning
- Business Succession Planning
- Protection & Risk Management
You can get in touch with Rita at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.