Aryan Chopra

Advising client since: 2008

Qualifications: B.Eng., MBA, DipPFS.

Areas of Expertise: Cash-flow modelling, Financial planning, Business exit planning, Inheritance-tax planning, Investments for US individuals in the UK, Impact investing, and Sharia-compliant investments.


Originally from Canada, Aryan began his journey as a young Air Cadet in the Canadian Air Force. He later went on to win a gold medal in Pascal and graduated with honours in Computer Science from Queen’s University and holds an MBA in International Business and Finance from the University of London.

Early in his career, Aryan worked for the U.S. government under President Obama in foreign direct investments within the Department of Commerce and had the privilege of being trained by some of the best in the field. Aryan moved into the private sector and began his 15-year career in the financial industry working in Canada, US, and UK under the mentorships of Managing Directors at Goldman Sachs and Bank of America. He worked in private equity with a portfolio of businesses helping them to scale, grow, acquire, and achieve IPO in many instances.

As an independent financial adviser, Aryan has experience working with CEOs, senior executives, business owners and high-net worth clients. He takes time to understand his clients’ ambitions, aspirations, and motivations as well as their hardships, both professionally and personally to achieve a positive outcome for them.

Aryan enjoys working with people from all walks of life and in his free time, he coaches young kids on the principles of finance and investments so they can grow up to be financially literate and independent.

Aryan specialises in advising business owners on their exit planning. He advises on investments for US individuals who reside in the UK. He is an active participant of ESG and Impact investing, and he is qualified to advice on Sharia-compliant investments.

 
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