"Chartered Financial Planner, Accountable Partner, Avid sports enthusiast"
- Accreditations
- You can view Hitesh Jogia’s SPS certificate here.
Professionally
Having worked in the financial services industry since 2014 Hitesh has gained a wealth of experience by working with a variety of clients including executives, entrepreneurs and those approaching retirement.
Hitesh achieved the industry milestone of Chartered status with the Chartered Insurance Institute in 2017 and joined Satis in 2020 to work alongside David Hearne as a financial planner. He advises across pensions, investments, trusts and inheritance tax planning amongst other areas.
Hitesh believes financial planning is more than managing money, it is about providing clarity and confidence to clients on how they can achieve their goals and aspirations. This is achieved by constructing a lifetime financial plan that is updated and adapted on an ongoing basis to meet client’s changing circumstances.
Personally
Hitesh is married and enjoys spending time with the family. Outside of family you will see him play 5 a side football and sparring at the boxing gym.
In addition, he is a Trustee of a Charity specialising in meditation and yoga which he practises every day.
