Pretti Makwana

Pretti Makwana

Business and Advice Co-ordinator

Pretti joined Arete Financial Planning in 2017 and is responsible for  all aspects client support, servicing and administration. It is no exaggeration to say that business could not function without her contribution to the team. In an industry that continues to insist on proliferating paperwork and administration for both clients and advisers alike, Pretti ensures that clients get the outcomes that they want and that tasks get done!
 
She is currently working towards her diploma Level 4 qualification.

Arete Financial Planning
Paul Harsum
Paul Harsum
Chartered Financial Planner
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Nick Cotter
Nick Cotter
Chartered Financial Planner
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Anita Rickwood
Anita Rickwood
Team support
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Pretti Makwana
Pretti Makwana
Business and Advice Co-ordinator
View profile

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