Financial Education

For the past two years we have been sending financial advisers to companies to conduct group presentations that help people with financial education as an employee benefit.

We have provided financial education to organisations of all sizes across a range of industries regardless of respected income or job title.

We also provide financial education for schools. We roll this out to staff as an employee benefit service and if requested to students as a financial education service.

We are independent and therefore our presentations are designed to provide unbiased financial education through an open discussion that prevents staff from feeling pressured, this ensures full engagement for all participants.

Financial education is key to stress management and financial wellbeing at work. Finance is the number one UK stress trigger and consequently the number one trigger for stress at work. It’s becoming increasingly important for employers to tackle financial wellbeing issues and mental health in the workplace, we offer a way of achieving this through your employee perks and benefits.

Defected Records (Music Label) | W. Saunders - Managing Director

“A number of our staff our much happier within their personal circumstances”

RMA Architects | L. Mclaughlin | Director

“This was a useful service for our staff who would struggle to find time to do this outside of work”

Unbound Publishers | A. Bugden | Wellbeing Officer

“I heard from my colleagues he managed to provide some valuable insight and useful financial guidance”

Finn Partners (Ad agency) | G. Diamond | HR Manager

“Ravi was fantastic. Very laid back, informative, knowledgeable. I met with him personally and found the session very useful.”

CCGroup (Public relations) | A.Logan | Finance Director

“Everyone really enjoyed it, it was very interactive and they left with a lot of new sensible ideas”

Hyatt Hotels (Andaz) | S.Tailliez | HR Manager

“I found the retirement talk very interesting. If I had not already engaged my own financial chap, I would look towards this company for guidance.”

Who are Gate?

Justin Jenk

Justin Jenk

CEO

(FCA Reg No: JMJ01101)

36 year business professional. Over 20 years experience in the Financial sector: M&A, Investment management, Retail, Bank restructuring/bad bank approaches in Europe, notably Securum and Swedbank.

Worked in Private Banking, Private Equity, Family Offices sectors.

Former positions: partner at McKinsey and Accenture; Swires (manager).

Oxford (BA Hons) and Harvard (MBA).

Sanjay Ranchhoddas

Sanjay Ranchhoddas

Managing Director

(FCA Reg No: SKR01013)

18 year career, most of which as a highly successful investment manager (ACG Advisors, AX Markets) and Broker (Halewood International Futures), with consistent record of value creation and client trust.

Founded Sloane&Hyde to provide critical infrastructure services to financial institutions.

Ravi Dadlani

Ravi Dadlani

Senior Wealth Planner

(FCA Reg No: DXR01460)

18 year career as a financial services professional with expertise in Wealth Management (AF3), Private and Retail banking as well as Compliance.

Former Compliance and Audit consultant at Lloyds.

Previously a private banker at NatWest, partner at St James’ Place, Impex, starting his career at LloydsTSB.  Brighton (BA Hons).

 

Contact:

Tel: 0207 078 8085

Email: hellowealth@gatecapitalgroup.com

Financial Education

For the past two years we have been sending financial advisers to companies to conduct group presentations that help people with financial education as an employee benefit.

We have provided financial education to organisations of all sizes across a range of industries regardless of respected income or job title.

We also provide financial education for schools. We roll this out to staff as an employee benefit service and if requested to students as a financial education service.

We are independent and therefore our presentations are designed to provide unbiased financial education through an open discussion that prevents staff from feeling pressured, this ensures full engagement for all participants.

Financial education is key to stress management and financial wellbeing at work. Finance is the number one UK stress trigger and consequently the number one trigger for stress at work. It’s becoming increasingly important for employers to tackle financial wellbeing issues and mental health in the workplace, we offer a way of achieving this through your employee perks and benefits.

Defected Records (Record label) | W. Saunders - Managing Director

“A number of our staff our much happier within their personal circumstances”

RMA Architects | L. Mclaughlin | Director

“This was a useful service for our staff who would struggle to find time to do this outside of work”

Unbound Publishers | A. Bugden | Wellbeing Officer

“I heard from my colleagues he managed to provide some valuable insight and useful financial guidance”

Finn Partners (Ad agency) | G. Diamond | HR Manager

“Ravi was fantastic. Very laid back, informative, knowledgeable. I met with him personally and found the session very useful.”

CCGroup (Public relations) | A.Logan | Finance Director

“Everyone really enjoyed it, it was very interactive and they left with a lot of new sensible ideas”

Hyatt Hotels (Andaz) | S.Tailliez | HR Manager

“The presenter covered all valid points in a straightforward manner. If I had not already engaged my own financial chap, I would look towards this company for guidance.”

Who are Gate?

Justin Jenk

Justin Jenk

CEO

(FCA Reg No: JMJ01101)

36 year business professional. Over 20 years experience in the Financial sector: M&A, Investment management, Retail, Bank restructuring/bad bank approaches in Europe, notably Securum and Swedbank.

Worked in Private Banking, Private Equity, Family Offices sectors.

Former positions: partner at McKinsey and Accenture; Swires (manager).

Oxford (BA Hons) and Harvard (MBA).

Sanjay Ranchhoddas

Sanjay Ranchhoddas

Managing Director

(FCA Reg No: SKR01013)

18 year career, most of which as a highly successful investment manager (ACG Advisors, AX Markets) and Broker (Halewood International Futures), with consistent record of value creation and client trust.

Founded Sloane&Hyde to provide critical infrastructure services to financial institutions.

Ravi Dadlani

Ravi Dadlani

Senior Financial Adviser

(FCA Reg No: DXR01460)

18 year career as a financial services professional with expertise in Wealth Management (AF3), Private and Retail banking as well as Compliance.

Former Compliance and Audit consultant at Lloyds.

Previously a private banker at NatWest, partner at St James’ Place, Impex, starting his career at LloydsTSB.  Brighton (BA Hons).

 

Contact:

Tel: 0207 078 8085

Email: hellowealth@gatecapitalgroup.com