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Manrai Kalsi Chartered MCSI
Foundation Team Adviser
Graduating from the University of Sussex with a degree in Accounting and Finance, I went on to work within Private Banking, where I gained experience supporting clients with their financial needs and developed a strong understanding of investment products and services. I hold the Level 6 Certificate in Advanced Financial Planning with the Chartered Institute for Securities & Investment. My focus is on helping clients make clear, confident decisions about their financial future.
Outside of work, I’m a big Formula One fan and love keeping up with the season. I also play cricket regularly and enjoy staying active. In the winter, I like to go skiing whenever I get the chance!
Jenny
Good service
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Joanne Ross
Superb attention.
Superb attention. Very personalised prompt service. The team are excellent and I felt they always had my best interests at heart. I shall be continuing to use their services. Thank you!
Christine Atkinson
The best in the business!
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
Ray & Sue Greenfield
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
Jane Taylor
A fine and professional financial adviser.
I would like to say how grateful I am to you for guiding me through this process from start to finish, always explaining everything very clearly and answering all my questions. You have done a lot of research on my behalf, kept me informed as to progress and come up with the perfect solution for my circumstances. I could not have asked for a better advisor, you have been a star!
