Kalp is a Senior Adviser with Vintage Wealth and has been providing financial advice for more than 30 years. He takes a holistic approach to wealth management and his experience includes, but is not limited to: investments, retirement planning, employee benefits, insurance, protection and mortgages.
In his current role, Kalp is focused on helping both individual and corporate clients with tax planning, pensions, investments, equity release and long-term care.
Good to talk: Opening up on the tricky topic of family inheritance16/11/2023
Fair share: Prioritising pensions during a divorce31/10/2023
Right first time: Three routes into home ownership12/10/2023
Rising interest: Turning attention to cash strategies in wake of rate hikes28/09/2023
Legacy planning in the face of rising inheritance tax liabilities14/09/2023