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Daxa Chauhan Dip CII

Financial Planner

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. 

Based

Harpenden Office

Nine Waterside
Station Road
Harpenden
Hertfordshire
AL5 4US

Telephone: 020 3030 4141

Perspective (Grosvenor Wealth) is a trading style of Perspective (South East) Limited.

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Limited is a subsidiary of Perspective Financial Group Limited.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk