Bhavna works in Client Support team and helps the advisers prepare for client meetings. Bhavna is our “Truth” champion and leads the team that prepares the cashflow planning for clients. Bhavna also keeps up to date with the products available in the market, completes research and submits applications.
Bhavna joined Essential Money in December 2012 and before then worked for Standard Life for 9 years.
Originally from Yorkshire, Bhavna moved to Birmingham in 2000, and is married with 2 boys who keep her very busy. Bhavna loves socialising with friends and family, reading, going away on holidays and listening to music - although she’s terrible at naming the artist.