Director / Advisor
Ajit Shah
Ajit has been an Director / Advisor since 1994 and has worked in the Financial Services Industry for over 30 years.
He started managing Duke Godley Financial Planning Ltd in 2004, and built a Financial Advisory firm that provides a Holistic Financial Planning. Ajit advises on Investment and Retirement planning and specialises in later life planning.
Ajit is an Associate of the Chartered Insurance Institute and a holder of the Diploma in Financial Planning. He also trained as an accountant and is involved in a children’s charity providing voluntary work.
He has a caring attitude and helps clients through various life changing events such as losing a partner or client effected by critical illness and helping them manage the wealth to help ensure a healthy financial future. He also acts as a pension trustee, with a particular interest in investment strategy.
Away from taking care of business and clients, he enjoys spending time with his family, loves playing cards and reading books. He is an Arsenal supporter and a keen cricket follower. He can communicate well both in English and Gujarati with clients.
