Hugo Dhanda

Financial Adviser At Stoneacre Financial Planning, Associate Partner Practice Of

Hugo Dhanda, Dip PFS, Cert (MP), is a seasoned financial adviser with over 19 years of experience in the financial services industry. Currently serving as a Financial Adviser at Stoneacre Financial Planning, an Associate Partner Practice of St. James’s Place Wealth Management since July 2019, Hugo specializes in pension planning, inheritance tax and legacy planning, mortgages, investment planning, and corporate financial advice for firms and charities. Previously, Hugo held the role of Premier Relationship Manager at HSBC from October 2013 to July 2019, where comprehensive financial planning advice was provided to premier banking clients. Prior to that, experience as an Independent Financial Adviser/Financial Planner at Ashcourt Rowan and as a Financial Advisor with Lloyds Banking Group further solidified expertise in delivering independent financial advice to both private and corporate clients. Hugo holds a degree from the University of Birmingham.

Links

Previous companies


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices