Raj Mulji
DipPFS, Cert CII (MP)
I provide bespoke wealth management advice to private and corporate clients to put in place and help their financial aspirations.
About
I pride myself on providing the highest level of service for both private and corporate clients, always giving bespoke advice to meet a variety of financial objectives, specialising in investment planning, retirement planning and protecting clients and their wealth, whilst incorporating tax efficient strategies.
Outside of the office I enjoy spending time with my family, I enjoy keeping fit and active and have a passion for Motorsport.
SRM Financial Services has a client centric and personal approach to advice, our aim is to look at the big picture and work on a financial plan with you.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
