Rohan Batra
Financial Adviser
FCA reference number: RXB11549
I worked at Hargreaves Lansdown for over 7 years helping clients reach their goals. As an adviser, I enjoy developing strong relationships with clients, enabling me to understand their needs and develop a plan that will help them achieve their aspirations.
I worked at Hargreaves Lansdown for over 7 years helping clients reach their goals. As an adviser, I enjoy developing strong relationships with clients, enabling me to understand their needs and develop a plan that will help them achieve their aspirations.
Expertise
Financial planning Pensions and retirement planning Investment management
Qualifications
- Diploma in Regulated Financial Planning
- MSc Philosophy of the Social Sciences
Region and method of advice
Based in Bristol, I tend to serve clients who are members of our Workplace pension, as well as those in the South and Greater London with in-person meetings. I also offer flexible remote consultations by phone or video call to accommodate diverse preferences and locations beyond my catchment.
Based in South West
In-person meetings
Phone and Video call
Region and method of advice
Based in Bristol, I tend to serve clients who are members of our Workplace pension, as well as those in the South and Greater London with in-person meetings. I also offer flexible remote consultations by phone or video call to accommodate diverse preferences and locations beyond my catchment.
Approach and experience
It is important that you have confidence that your savings and investments are working for you, and it is my role to put together a plan that will give you the confidence you need.
The heart of my advice is understanding you – not only your current circumstances, but your aspirations, your priorities, and your concerns. We can then put together a unique plan for you.
You have the right to feel confident in your future, and through advice we can empower you to have confidence in your finances.
Personal interests
When not at work, I enjoy spending my time outside. I am a keen sailor, climber and runner, and can often be found running around Bristol when not on the water or up a wall.
Insights
Four questions employees are asking us about their investments and savings
Thanks to automatic enrolment, employees are more familiar with their pensions than ever. But the world of investing still feels like a barrier to success for some.