Shree Shakya is currently a Jade Wealth Manager at HSBC, where they provide holistic advice to high-net-worth clients, specializing in investment advice, inheritance and estate planning, protection planning, retirement planning, and pension transfers. From 2004 to 2016, Shree worked as a Specialist Financial Advice Manager at Natwest, and briefly served as a Premier Client Manager at HSBC in 2018. Shree is also pursuing a degree in Financial Planning and Services at Featherstone High School.
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