Yogesh is based in Leeds where he established Vibrant Wealth Management Ltd to clients both in West Yorkshire and across the UK.
In 2018, Yogesh completed his Advanced Diploma in Financial Planning and became a Chartered Financial Planner. He has been commended for delivering all aspects of financial planning which includes: investment planning, family protection, private retirement planning and Inheritance Tax Planning.
Yogesh is very passionate about developing long term relationships with his clients and building a bespoke plan for every individual’s needs. While he intends to protect your wealth and those closest 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.
In his spare time, Yogesh loves spending time with his wife and daughter and finds them a great source of energy and inspiration.
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.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.