Meet The Team

Rita Malhotra Chartered Certified Financial Planner

Managing Director & Independent Financial Advisor

“Everyday I look to maximise the best client outcomes”

Paul Murphy Principle & Director

Managing Director & Independent Financial Advisor

“I love that everything we do always has the client at the heart of it”

More About Us

About Rita

Qualifications

  • Chartered & Certified Financial Planner 
  • 2:1 BA Hons Financial Services 
  • Certificate in Mortgage Advice & Practice 
  • Certificate in Long Term Care 

Rita is a Director and also holds the highest qualification as a Chartered Certified Planner & has worked at the firm since 2008 with her previous experience coming from Bancassurance to working as a Financial Planning Manager for HSBC. Rita has been working in the financial services industry since 2000 and brings a wealth of experience.


Rita has been put forward for the top 25 female advisers in the UK and regularly appears as a panel adviser for a National Newspaper who help

members of the public answering financial questions.  What sets her apart is her ability to look at a person’s overall life situation and circumstances rather than just focusing on the financial position alone. This has proved invaluable over the years in enabling clients to achieve their aims that help

improve their lifestyle and financial position. 

 

She also looks after a portfolio of Ex Pat clients based in the Middle East who need on-going advice. She enjoys travelling to that part of the world.



What Rita loves about  GQ Independent Ltd 


GQ has been running for over 30 years with an impeccable level of client

retention and Robust reputation. This enables Rita to continue to provide

existing and new clients with financial planning to suit their ever-changing

needs.

Rita also thrives on the drive and motivation to get the best outcome for her clients- old and new!


What is the future for GQI? 

GQ has a culture of continuous improvement so it is always looking to upskill in the latest offerings and things client offerings. Rita is also developing and establishing GQ Woman which is a financial service specifically aimed

at women. 


Volunteering at local Special Needs School

Rita is also passionate about getting involved in the local community and she is a weekly help and volunteer at a local special needs school.


At the weekend you’ll find Rita...

Rita enjoys spending her weekends on long walks with her dog Elvis. When she isn’t out running or walking she is usually entertaining Family & Friends.

About Paul

Qualifications 

  • Diploma for Financial Advisers 
  • Equity Release (ER1)
  • Mortgage Advice (CF6)


Paul started his career in financial services during the 90’s and then went on to start his own practice in 2003. He is passionate about building long term relationships with clients and is justly proud of GQ’s excellent reputation. Solutions orientated, he is lateral thinker and enjoys encouraging clients to review and reflect their relationship with money and pre-conceived ideas.



What Paul loves about GQ Independent Ltd 

Paul prides himself on the long established reputation of GQ. He is constantly pushing for our clients to grow, finding new solutions and getting to know people and individual situations. He likes to be challenged to better each time. 



What is the future for GQI?

In the GQ culture of continual improvement, we will constantly refine our on-going service proposition to ensure that our reputation for excellent customer service is maintained. It is always key to increase and diversify knowledge in a learning environment in order to gain a broader scope of the work.  



At the weekend you’ll find Paul...

Paul has an avid interest in motor racing, in particular classic cars and has been doing this for many years. So often on a weekend you will find him at the racetrack.

Share by: