Mr PANKAJ ADATIA, CertPFS, Chartered MCSI Managing Director
The 100 Most Influential People in London 2019 by London Power
I am a well-Known member of the East London & Essex business community and having joined the Insurance and Investment industry in 1973, I have built a wealth of experience, qualifications, and clientele to match. My clientele ranges from Accountants, Solicitors, and Doctors to a Successful business entrepreneur, allowing me to gain wealth of knowledge on financial planning in any scenario.
To ensure that my clients receive the best service I have a supportive team of quality dedicated individuals.
I am a Life & Honorary member of the Personal Finance Society (PFS) – Part of Chartered Insurance Institute, the largest professional group of financial advisers in United Kingdom.
My experience and knowledge has further been recognised and I am a Life, Qualifying & Top of the Table member of the Million Dollar Round Table- The Premier Association of Financial Professionals for the last 41 Years.
About MDRT & Top of the Table
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 31,500 members, or less than 1 percent, of the world’s life insurance and financial services professionals from 464 companies in more than 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business. Million Dollar Round Table’s Top of the Table is an exclusive forum for the world’s most successful life insurance and financial services professionals. These people are committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge. All are members of MDRT, The Premier Association of Financial Professionals, and have met qualifications far in excess of those required for MDRT membership.