Harpenden
Daxa has worked in the Financial Services industry for over 32 years. She holds the CII Diploma at level 4.
Before beginning her financial career, she trained and qualified in Oncology, specialising in cancer treatment, driven by her commitment to supporting people in need.
Her approach to financial advice is based on trust, transparency and taking the time to listen. Daxa believes every client is unique, so she focuses on understanding their goals and circumstances before offering recommendations. She provides clear, jargon free advice and ensures clients feel informed about their options. Ongoing support and regular reviews are an important part of her service, helping clients stay aligned with their changing needs.
Outside of work, Daxa enjoys walking, exercising and looking after her wellbeing. She loves spending time with her two daughters whenever she can. An interesting fact about her is that she volunteers within her local Indian community, helping organise events that encourage people to socialise, enjoy Bollywood dancing and come together. One thing on her bucket list is to visit India.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
