Sanjay Shah

Sanjay Shah

Sanjay joins Bluebox as an Ambassador in 2021 although has worked with Bluebox since 2019. He is an Engineer by training and is a member of the Personal Finance Society and Chartered Insurance Institute.  He is also a Chartered Financial Planner, having established his Wealth Management practice many years ago he went on to grow the firm and eventually selling it to Private Equity in 2018. Since then he has founded a Business Advisory practice to help other SME owners to grow and create a viable succession plan. He is an expert on legacy and intergenerational planning for business owners.


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