Vishnu Bhagat Associate

Vishnu Bhagat

Associate

Berkeley Square Associates

I started my career straight out of university working for a mainstream high street bank, being quickly promoted to Local Business Manager, one of the youngest in the London region at the time. I gained first-hand experience in dealing with clients and businesses of all shapes and sizes. Whilst working in this role and building relationships, I quickly realised I can add more value to my clients and moved into the world of Financial Planning. It was here I found that working for large corporate banks and institutions came with major red tape and thus restricted me in truly advising clients in all aspects of their finances. I therefore decided to go independent and provide fully holistic financial planning, having no bias to any particular organisation or institution, and truly working in the client’s best interest.