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Sumit Tiwari

Professional Title: Director

RNF No: ST-300586079

Million Dollar Round Table (MDRT) - 2024, 2025, 2026
AIA Awards

Million Dollar Round Table (MDRT) – 2022, 2023, 2024
International Dragon Award (IDA) – 2022, 2023
AIA FA Prestige Platinum Club – 2023
AIA FA Prestige Titanium Club – 2022, 2024
Associate Estate Planning Practitioner (AEPP®)
Certificate in Financial Needs Analysis and Plan Construction [Cert SCI (FPC)]
Institute of Banking and Finance Qualified (IBFQ)
Personal Wealth Manager – 2025

Other Certificates

Associate Estate Planning Practitioner (AEPP®)
Certificate in Financial Needs Analysis and Plan Construction
Institute of Banking and Finance Qualified (IBFQ) Level 1
[**Completion of CHFC01 + Manually Applied]

I’m a Director in the financial advisory industry, specialising in wealth structuring, risk management, and long-term financial planning for professionals, business owners, and high-net-worth individuals.

Over the past few years, I’ve worked closely with clients to help them make clear, well-informed decisions around protection, investments, and legacy planning, especially in situations where financial complexity or uncertainty is high.

My approach is consultative and outcome-driven: I focus on understanding a client’s broader life goals first, then designing strategies that are practical, sustainable, and aligned with how they actually live and think about money.