Anshul Gupta is a Senior Client Account Manager and Paraplanner at Clockswood Wealth Management, bringing over eight years of global experience to the team. She plays a pivotal supporting role in the delivery of high-quality financial planning and client service, combining analytical precision with a commitment to operational excellence.
Holding a Level 4 Diploma in Paraplanning and a bachelor’s degree in mathematics, statistics, and computer science, Anshul applies strong technical and analytical skills to support the firm’s Chartered Financial Planner in producing accurate, compliant, and insightful financial planning documentation.
At Clockswood, Anshul works closely with Director and Chartered Financial Planner, Owen Cook, preparing detailed financial planning reports, coordinating portfolio administration, and ensuring every stage of the client journey runs smoothly from research and reviews to implementation and ongoing service. Her focus is on maintaining clarity, compliance, and consistency in all aspects of client support.
Anshul’s career spans multiple countries, including experience with AIA Singapore and UK-based paraplanning firms. Starting as a Client Account Executive, she steadily expanded her expertise through professional qualifications, developing deep knowledge of financial legislation, products, and processes. Today, she also supports team development, assists with business assurance reviews, and contributes to the continuous enhancement of internal standards.
Known for her intellectual curiosity, attention to detail, and collaborative spirit, Anshul is a valued member of the CWM team — ensuring that advice prepared by authorised advisers is robust, well-researched, and clearly presented for clients.
Outside of work, Anshul is a poet, reader, and traveller. Her creative background in Copywriting and Mass Communication (Singapore) and her love for literature, music, and culture enrich her perspective, bringing balance, empathy, and creativity to her professional life.
