Hina Desai Partner - Financial Planning

Hina joined the firm in 2023 from abrdn where she was Managing Director for the company’s Wealth Advisory team in the North and Midlands region. Hina brings with her over 25 years of experience in client advisory services, including 16 years of regional experience, having previously worked at national accountancy firms across the North and Midlands.

Experience

She is passionate about helping clients achieve their financial goals and planning for the future by working with their tax and legal advisers. She has a wealth of experience advising high-net-worth individuals, trustees and business owners to understand their money and make it work harder for them and their families.

Accreditations/ Memberships of professional bodies

  • Chartered Fellow Financial Planner (CII/PFS)
  • Chartered Financial Planner (CISI)

Areas of Expertise 

  • Financial Planning
  • Pension Planning
  • Cashflow modelling
  • Retirement planning
  • Divorce
  • Privately Owned Business Services
  • Exit Planning and Business Sale

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