Akshar Financial Services Ltd

Restricted - Whole of Market  20 Wetheral Drive, Stanmore, Greater london, HA7 2HN
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FCA authorised
Last authorised 30th March 2020
We advise and provide holistic Financial planning suitable to small medium clients on fee basis
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Estate planning
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Taxation planning
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Commercial mortgages
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Employee benefits
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
Vasudev Patel
About us

We are limited liability Company Registered
in England
Authorised and regulated by F.C.A.
Member of Simply Biz Network
Chartered Insurance Institute

Our services

Individual Savings and Investment Planning
Retirement planning for individuals
Protection plans

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

20 Wetheral Drive, Stanmore, Middlesex, HA7 2HN

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