Payal is a dedicated Client Services Manager with over eight years of experience in the role and more than a decade in the financial services industry. She brings a strong client-focused approach and a sound understanding of financial planning operations to her work.

In her role, Payal supports clients throughout their journey, ensuring a smooth and efficient advice implementation process by liaising closely with advisers, providers, and internal teams. Currently studying her Master’s in Financial Planning, she is committed to expanding her expertise with the goal of becoming a financial adviser.

Payal’s ideas of Financial Freedom

“My idea of financial freedom: to be able to support communities in need, while living a life without financial worries but rather one that is full of happy memories shared with my family and friends.“