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Minal Kotecha
Wealth Planner
At Work
Minal joined IPS in March 2025. She is a Chartered Financial Planner and holds a degree in Medicinal Chemistry from the University of Warwick.
She works alongside Anne and the team to provide comprehensive financial planning to clients. This includes overall wealth structuring, pension and retirement planning, cash flow analysis and intergenerational wealth planning.
Prior to joining IPS, Minal worked at D’Arblay Wealth where she also volunteered as the firms designated advisor for vulnerable clients.
At Home
Outside of work, Minal enjoys spending time with her young family. She also reads avidly, enjoys travelling and loves a sneaky visit to the Spa on occasion.
