Sunil Karia

Sunil joined Perspective (Home Counties) Ltd in July 2022 as he liked the idea of working for a local firm which had the strength of a national group. Sunil has a broad range of financial advising experience working across various banks and building societies.

After completing his degree in BA (Hons) Financial Service, Sunil joined the Lloyds Banking Group as a Personal Financial Adviser in 2001. Since then, he has also worked as a Senior Financial Planning Manager for the NatWest bank and more recently with the Skipton Building Society, providing financial advice to clients for over 20 years.

Sunil’s role involves providing holistic financial planning advice for new and existing clients. This involves managing and maintaining regular relationships with a number of existing clients and ensuring that their financial needs are met and that they are fully informed on the progress of their financial plans. He likes the idea that no two clients are the same and finds satisfaction in helping people achieve their financial goals.