Niquita Kalsi

Trainee Financial Planner

T: 01420 83517

Niquita joined us in June 2021 having recently graduated from the University of Brighton (BSc Finance and Investment).

As a trainee financial planner, Niquita is responsible for preparing clients’ annual review reports, recommendation reports and analysing clients’ existing portfolios. She intends to develop her career and complete the necessary qualifications to become a Chartered Financial Planner.

Away from the office, she regularly trades the FOREX market, is an avid piano player (especially playing Einaudi and Debussy). has a black belt in karate and is qualified in aesthetics, developing her skills as a lash technician.


BSc Finance and Investment