Uday joined JM Finn as a Paraplanner in July 2021 to bolster the Wealth Planning team, joining from Saunderson House where he carried out a similar role. He assists the Wealth Planners by analysing client’s financial situations and producing reports to back up the advice given.
Uday has achieved the Diploma in Regulated Financial Planning and is pursuing Chartered status though further exams. He also holds a BSc (Hons) Mathematics degree from the University of Sussex.
Outside of work, Uday enjoys running, choral singing and playing chess.
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