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Sunil Karia APFS

Chartered Financial Planner

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Office:

Chesham

Sunil Karia

Sunil is a Chartered Financial Planner who joined Perspective in July 2022 and has been a Financial Advisor since 2001.

He brings over two decades of experience to his role and is committed to helping clients achieve the life they have worked hard for. 

He holds a BA (Hons) in Financial Services and is a CII Chartered Financial Planner. Sunil supports clients with thoughtful, well‑structured advice, drawing on strong technical knowledge and a deep understanding of personal financial planning. 

Sunil’s approach is rooted in understanding what truly matters to clients and their families, beyond the numbers alone. He enjoys easing the burden of managing finances by solving problems, offering reassurance and guiding clients towards their goals. Seeing good planning come together to help clients fulfil their ambitions is what he finds most rewarding. 

Check out Sunil’s VouchedFor profile here.

What to do if we didn’t get something right

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

Contact

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk