Chartered Financial Planners

Our Team

Rita Malhotra CFP MCSI APFS


Every day I am looking at ways to develop and improve our offering to clients with a first class service.

Highly qualified Rita holds the Chartered Financial Planner and Certified Financial Planner status. Rita has built a number of strong relationships and strives on the energy and drive and motivation of her work as a Planner.

Rita is married and has two teenage boys and enjoys spending time with family and friends in her free time, walking her dog Elvis and running.


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