Kalpesh M.

Kalpesh M. is an experienced Investment and Pensions Analyst at St. James’s Place, with a proven track record in managing financial and business process complaints investigations across highly regulated sectors including banking and healthcare. With expertise in coordinating comprehensive investigation processes, Kalpesh specializes in collating and analyzing complex information, and translating technical data into clear reports for diverse stakeholders. Prior roles include Customer Advocacy Advisor at Monzo Bank, Complaint Executive at Shawbrook Bank, and Consumer Remediation Specialist at Bupa, alongside extensive experience at Barclays and other financial institutions. Kalpesh holds a Business Analysis qualification from the Chartered Institute for IT and a Higher National Diploma in Business and Finance from the University of East London.