Ammar Takhatwala
Financial Planner
About Ammar
Ammar joined the team in September 2022 and was responsible for preparing charts and valuations for annual reviews with clients, writing up meeting notes and preparing suitability reports based on the meeting outcomes.
He has now qualified as a professional financial planner and works with young clients establishing sound financial structures for their futures.
Qualifications
- B.Bus (Finance)
- MS (Finance)
- DipPFS (Diploma in Regulated Financial Planning)
Experience
- Ammar has been with Permanent Wealth for over 3 years accumulating experience across a variety of client facing roles.
- A year's experience working with clients directly on their financial futures.
Important information
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