Sunil Karia

Sunil is a Chartered Financial Planner of the Personal Finance Society and has over 20 years’ experience in financial services. Sunil joined Perspective (Home Counties) Ltd in July 2022. After achieving a BA (Hons) Degree in Financial Services he gained his financial advising experience from working at some of the UK’s largest banks. As a Chartered Financial Planner, Sunil has a broad base of qualifications and experience. He strongly believes that there are few things as important as improving the lives of his clients and their families. The time we have with the people we care about and our experiences in life is our most valuable asset and Sunil endeavours to ensure that his clients achieve the life they have worked hard for. He enjoys meeting clients and easing the burden of managing their money, by finding solutions to perceived problems, giving clients the peace of mind and reassurance that someone is looking after their future finances and making their journey towards achieving their objectives as smooth as possible. He likes the idea that no two clients or situation are the same and enjoys finding out about people’s circumstances and helping to draw out what is important to them and their families. Seeing advice and planning come to fruition to help clients fulfil a goal is extremely rewarding to him. Sunil provides financial planning advice in pensions, investments protection and wealth preservation. Sunil’s wealth of knowledge and experience ensures that our clients receive the best advice and solutions. Outside of work Sunil enjoys going for long walks, watching sports and spending quality time with his family.