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:

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.

Get in touch for specialist advice

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