Sunil Karia APFS | Perspective

Office:

Chesham

Sunil is a Chartered Financial Planner who joined Perspective in July 2022 and has been a Financial Advisor since 2001.

He brings over two decades of experience to his role and is committed to helping clients achieve the life they have worked hard for.

He holds a BA (Hons) in Financial Services and is a CII Chartered Financial Planner. Sunil supports clients with thoughtful, well‑structured advice, drawing on strong technical knowledge and a deep understanding of personal financial planning.

Sunil’s approach is rooted in understanding what truly matters to clients and their families, beyond the numbers alone. He enjoys easing the burden of managing finances by solving problems, offering reassurance and guiding clients towards their goals. Seeing good planning come together to help clients fulfil their ambitions is what he finds most rewarding.

Check out Sunil’s VouchedFor profile here.

How do you like to spend your time outside of work?

I enjoy going for long walks, watching sports, playing table tennis at my local club each week and spending quality time with my family.

What’s an interesting fact about you?

I have started a new hobby recently collecting watches especially vintage watches from around the world.

What is one thing on your bucket list?

To travel multiple countries across all continents and to attempt cooking signature dishes from these countries.