Meet your Team

Narendra Modha

Mortgage & Protection Advisor

The best part of my job is arranging a mortgage for people to buy their dream houses. I also protect their lifestyle by arranging insurance. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eius tempor incididunt ut labore et dolore magna aliqua. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eius tempor incididunt ut labore et dolore magna aliqua.

Rajesh Modha

Director, Chartered Financial Planner, Registered Life Planner® and Certified Financial Coach.

I believe my role involves helping our clients understand themselves so that they can make purposeful decisions about their lives.

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Manesh Chohan


I have a degree in Money, Banking and Finance. Day to day, my role involves supporting the advisers’ work, helping with mortgage applications, insurance and pension transfers.

Kay Solanki

Client Care Manager

What do I enjoy most about my job? Getting mortgage offers out and seeing people complete on their mortgage. It’s so rewarding knowing I’ve helped someone achieve their dream.

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    “Owning a home is the most desirable thing for all, it acts as your fiscal wealth and mental security.”

    Our Accreditations

    Chartered Financial Planner status

    Rajesh Modha is a Chartered Financial Planner. Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Choosing a Chartered financial planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.

    Certified Financial Coach

    Rajesh Modha is a Certified Financial Coach. As a Certified Financial Coach, Raj is qualified to help clients get to the root of the emotional and behavioural blocks that may be standing in the way of them achieving financial success. He is able to help clients transform their relationship with money and leave their money biases behind.

    Registered Life Planner®

    Rajesh Modha is a Registered Life Planner®. Life planning is the human side of financial planning. It seeks to discover your deepest and most profound goals through a process of listening and inquiry. Using a mix of professional and relationship skills, your Life Planner will help you remove obstacles and create a plan, and guide you as you work your way towards accomplishing your goals.

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