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Cholpon Djanuzakova – DiP PFS

Director

Qualifications

  • Diploma level 4 in Regulated Financial Planning

Likes

  • Family
  • Friends
  • Dining out
  • Smart shopping
  • Salsa

Dislikes

  • Dishonesty
  • Disrespect
  • Pettiness
  • Bad manners
  • Sweets and cakes

At work

I started to work for Wealth and Tax Management in February 2018 as a Technical Analyst. I am now a financial adviser here and I work closely with the technical team to research and carry out analysis of suitable investments for our clients in order to produce a financial recommendation. I enjoy getting to know our clients, the stories behind them and making sure we are doing everything we can for them.

In December 2018, I became a Director of Wealth and Tax Management Group and Money Minerva Management. I have implemented several projects, including improving our policies and procedures, improving the security of our data and using our internal system Insightly CRM.

I am also passionate about; marketing, improving the efficiency of our workplace, and creating a healthy atmosphere in the office.

At home

I enjoy running, golf, salsa, hot yoga and going to the gym.

I usually spend my free time with my children cycling, running, playing golf, football and cricket.

Spotlight questions

On an ideal weekend, you can find me:

On a golf course

My favourite holiday destination is:

Dubai

My favourite song to play in the car is:

‘I am alive!’ by Celine Dion

The first album I bought was:

Celine Dion

If I could be any fictional character, I would be:

Wonder Woman

If I could turn any activity into an Olympic sport, I would win a medal in:

Running

When the dessert menu arrives, I’m looking for:

Fruits

The three qualities that draw me to new people are:

Eyes, smile & body language

My pet peeve is:

Poor customer service

The best gift I’ve ever received is:

My nation’s instrument Komuz of Kyrgyzstan

The three people at my dream dinner party would be:

Elton John, Celine Dion and Jim Mellon

The three small things that make my day better are:

Coffee, sunshine and positive spirit

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   01908 523740

YOUR INDEPENDENT FINANCIAL ADVISER

Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.

Call us today on 01908 523740 or use the form to request a callback.

The sooner you start planning with us, the sooner you can be living your dreams.

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