Saagar joined Circle in the summer of 2025, bringing over 11 years of experience from leading financial services institutions, most of which he gained at KPMG having worked through complex financial, process, and regulatory matters for a diverse range of clients.
He believes financial planning should be straightforward and practical, helping clients cut through complexity to focus on what truly matters. Saagar takes the time to understand each client’s unique circumstances and goals, working closely with them to build personalised, tax-efficient strategies that fit seamlessly into their busy lives. His approach is grounded in clear communication and realistic advice, empowering clients to make confident decisions today that pave the way for the future they want tomorrow.