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Our Team
Meet our leadership team and our financial planners
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Karandev Digpal
Independent Financial AdviserWith seven years of experience navigating complex financial matters, Karandev offers clear, tailored advice to help individuals and families make… Read more -
Keri Carter
Certified Financial PlannerKeri qualified as a Certified Financial Planner™ in 2007 and went on to be announced as the inaugural winner of the CFP™ Professional of the Year… Read more -
Nadia Khan
Independent Financial AdviserNadia has over 15 years of experience in the financial services industry. Throughout her career, she has worked with a broad range of clients, helping… Read more
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Karandev Digpal
Independent Financial AdviserWith seven years of experience navigating complex financial matters, Karandev offers clear, tailored advice to help individuals and families make…Read more -
Keri Carter
Certified Financial PlannerKeri qualified as a Certified Financial Planner™ in 2007 and went on to be announced as the inaugural winner of the CFP™ Professional of the Year…Read more -
Nadia Khan
Independent Financial AdviserNadia has over 15 years of experience in the financial services industry. Throughout her career, she has worked with a broad range of clients, helping…Read more