Financial Advisers (Independent) in Stanmore

Founded in 1995, our objective was to build a company that excelled in providing Independent financial consultancy to its clients and still maintain a personal touch, through long standing relationships. As Regulations have changed overtime, we have embraced these changes to become highly qualified to ensure that we are able to deliver a service proposal that is flexible both today and for the future. Kiran Shah, who achieved Certified Financial Planner status in 2007, has a highly qualified and technical team that enables him to specialise in retirement planning, investments and estate planning and tax planning. In addition to being a Financial Planner, he is also a Fellow Member of The Institute OF Financial Accountants. Our belief and experience shows that long term relationships are built on open communication, integrity and trust. This can only be achieved by regular contact and ensuring that professional standards are maintained at all times. We are independent and because of this our fee structure is very flexible and we can offer a payment method to suit all clients.

Financial Services Authority

Chartered Insurance Institute

Institute Of Financial Services

Personal Finance Society

We specialise in working with our client's, to maintain their lifestyle right from young to their retirement. Our lifestyle plan is to creat wealth on behalf of our client's, acting in our capacity as consultants and revewing those plans, to meet their aspirations and expectations in the coming years.

Keywords: Accountability, Independence,Realiability,Jorgan Free.

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Independent Financial Consultants. Services offered, Wills & Estate planning, Retirement planning, Mortgages, Life Assurance, Savings & Investments, Equity Release.

1985

Keywords: commercial finance, Business Protetion, employee benefits