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Clear Vision

Bespoke Advice for our Clients

Ravi Ruparel

Ravi Ruparel, Chartered FCSI

Independent Financial Adviser
Chartered Wealth Manager

As a highly qualified Chartered Wealth Manager, Ravi has enjoyed an impressive career to date. From being individually selected to represent Santander at a Global Young Leaders’ Forum; to achieving the highest national client satisfaction score at HSBC, Ravi has consistently demonstrated his commitment to excellence.

Ravi chose to join the Vision Network in 2021 as he prides himself on exemplary client service and is committed to helping clients with their long-term goals by presenting genuine solutions. He feels that Vision’s Independent Financial Advice offering coupled with their exceptional network will allow him to do this in the best possible way for his clients.

Ravi is an ambassador of sustainability and seeks to incorporate this for his clients through tailored financial planning for individuals and families. Additionally, he has successfully been awarded the CFA Certificate in ESG Investing.

Ravi is enthusiastic, determined and patient and credits this to his personal and spiritual development practices. He is married to Naika and as qualified yoga teachers, they both engage in regular volunteering and retreats to India so that they may continue to develop their core belief of selfless service.

Testimonials

Ravi has always advised me correctly and has my best interests at heart.

I appreciated the time spent on understanding my objectives and then outlining in detail the proposed solution.

I am very pleased with the help, support and advice my Financial Advisor has given me. He has been extremely professional, knowledgeable and has set out and explained all of the options in a straightforward and easy to understand way. I have every confidence that his continuing advice will help me achieve my investment goals.

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