Dalip Mahara


About Dalip

After spending his early career in manufacturing and process management, Dalip moved into Financial Services after moving to the UK.

He began his career in financial services as an administrator in Mortgage Advice, and then moved to paraplanning for Financial Planners.

His role is to provide technical research and analysis support to our team, Dalip regularly attends client meetings and helps to ensure that our clients receive quality outcomes.


  • B.Bus (Management & Finance)
  • LIBF – CertPP (Certificate in Paraplanning)
  • LIBF – DipFA (Diploma for Financial Advisers)
  • Lean Sigma Six – Green Belt


  • Highly experienced in technical and data driven analysis