Yogesh Dhir established Vibrant Wealth Management Ltd in 2017 after 6 successful years working within the St. James’s Place organisation. His reputation has been recognised as a highly professional adviser and always provides a holistic approach as he communicates his experience and knowledge to both private and corporate clients.
Yogesh is based in Leeds where he provides wealth management advice to clients both within West Yorkshire and increasingly across the UK in particular, London, Birmingham and Manchester.
Yogesh began his early years specialising in Auto-Enrolment, but since then has been commended for delivering all aspects of financial planning which includes: investment planning, family protection, private retirement planning and Inheritance Tax planning. In 2018 Yogesh completed his Advanced Diploma in Financial Planning and, as a result, now holds Chartered Financial Planner status.
Yogesh is very passionate about developing long term relationships with his clients and building a bespoke plan for every individual’s need and he demonstrates this by offering regular reviews. While he intends to protect your wealth and those closet to you, he also aims to grow your wealth and to assist in passing it on to the next generation in the most tax efficient manner.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.