Kusal Ariyawansa – CFPTM Chartered MCSI
Chartered Financial Planner, Chartered Wealth Manager and Branch Principal
Kusal belongs to a small group of highly qualified professional advisers holding the internationally acclaimed Certified Financial Planner (CFP) licence, one of the best reassurances of genuine high quality financial planning and independent financial advice.
But before entering the world of top financial advice Kusal graduated from the University of London’s Royal Holloway College in 1998 with an honours degree in Medical Biochemistry.
However, finance was in his DNA and he immediately exchanged the world of the laboratory for that of financial services with a major American institution which was subsequently taken over by a large national firm of IFAs in 2001.
After gaining his spurs working with some of the country’s best senior advisers he departed in 2003 to start his own fee-based operation.
Then, in 2005, he was offered the chance to create an IFA division for a national network of mortgage brokers . . . leading to the launch and implementation of The Times Inheritance Tax Service with the Times Newspaper Group.
Kusal is a firm believer in working with clients on a long term basis and has structured the business to do just that. The model will suit people who have a busy lifestyle and want to delegate financial matters to a trusted adviser who is proactive and keeps them in the loop.
Seventeen successful years looking after clients’ wealth management requirements has led Kusal and Appleton Gerrard Private Wealth Management to claim that clients can “Trust us to look after their financial future”.