Komal Joshi — Network Financial Advisor in Manchester
About Komal Joshi
Komal Joshi is a Senior Medical Financial Planner at Capstone Financial, with over 20 years of experience in financial services. His background spans personal banking and mortgage advice, and he now specialises in supporting medical professionals, helping them navigate the complexities of their finances – particularly the NHS Pension Scheme. Komal provides clear, practical advice across a wide range of financial planning areas, including NHS pension planning, investment planning, retirement planning, inheritance tax planning, and personal and corporate protection. He works closely with healthcare professionals to help them make informed decisions that protect their income, maximise long-term wealth, and support their personal and professional goals. His approach starts with understanding what truly matters most to you and your family. Whether you’re looking to maximise NHS retirement benefits, plan for early retirement, manage tax efficiently, or ensuring the right protection is in place, Komal creates a tailored financial plan designed to give clarity, confidence, and long-term peace of mind.
Services
- Retirement planning
Specialisations
- Medical Financial Planning
- Retirement Planning
Qualifications
CeMAP (Certificate in Mortgage Advice and Practice) CeRER (Certificate in Regulated Equity Release) DipFA (Diploma for Financial Advisers)
Regulation
Komal Joshi is FCA-verified (firm: Capstone).
Frequently Asked Questions
Is Komal Joshi a regulated financial advisor?
Yes. Komal Joshi is FCA-verified and authorised under Capstone, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Komal Joshi offer?
Komal Joshi offers Retirement planning.
Where is Komal Joshi based?
Komal Joshi is a network financial advisor based in Manchester, serving the BB, BL, CA, CH, CW, FY, L, LA postal areas.
Does Komal Joshi offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Komal Joshi directly through their Trusted Advisor profile.
What qualifications does Komal Joshi hold?
CeMAP (Certificate in Mortgage Advice and Practice) CeRER (Certificate in Regulated Equity Release) DipFA (Diploma for Financial Advisers)
How do I book a meeting with Komal Joshi?
You can book a free initial consultation with Komal Joshi directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.