Response rating
9.6/10
FCA verified
20th November 2017

Anand Associates Limited

Independent Financial Adviser 10 Glentworth Street, London, London, NW1 5PG
First meeting at adviser's own cost
Our Wealth Architecture Process helps you design your own Financial Home aided by our Award Winning Financial Architects
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Wealth management
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self employed
Meet our advisers
Bhupinder Anand ACII, DipPFS
Managing Director
Sofronis (Sonny) Joannou DipPFS
Financial Architect
Stuart Maley DipPFS
Financial Architect
Where to find us
About us

Award-winning Advice to help you Plan your Future. Our experts offer quality and friendly advice on life assurance, pensions, savings, investments, tax planning, estate planning, etc.

We describe ourselves as ‘Financial Architects’.

We help you design and create your future financial home and only then do we look for the right financial furniture to finish it with. We work together as part of a lifetime relationship to keep your financial home maintained and in good order and redesigned or refurnished when required.

Most financial advisers will be focussed on what products they can arrange for you or getting your funds under management with them. Our priority starts with you and what you wish to achieve, which may not even involve a product – you might just need good, sound financial advice with some ‘out of the box’ thinking.

Our advisers have unique credentials:

Twice Awarded ‘IFA of the Year’ (Planned Savings 1995 & Financial Adviser 2003) and rated as Evening Standard ‘Best IFA in the Capital’ 1998.

Regular contributors to various newspapers, magazines, radio and TV.

Our Managing Director, Bhupinder Anand, is also a renowned international speaker, and author training other financial advisers all around the globe.

Our services

Great financial planning isn't about products but strong relationships. We enjoy lifelong relationships with clients seeking creativity in their planning. We’re not the cheapest, but the value we deliver is immense, recognised through our awards.

We bring clarity to your financial planning through our unique Wealth Architecture™ Process, cutting through jargon to simplify complex matters, leaving you feeling with a strong sense of direction.

Our Legacy-Maximiser™ strategy enhances what you leave after death often using GUARANTEED products.

The first meeting is at our expense (including special offers). Call now and experience what truly creative financial planning can do for you.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Anand Associates Ltd is registered in England and Wales under registration number 03410278.

Registered office address: 10 Glentworth Street, London, NW1 5PG.

Anand Associates Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

The Financial Conduct Authority does not regulate tax & trust planning, National Savings & Investments, auto-enrolment and legal services and most forms of buy to let mortgages and most forms of Commercial mortgages.

TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.

THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

EQUITY RELEASE MAY INVOLVE A LIFETIME MORTGAGE OR A HOME REVERSION PLAN. TO UNDERSTAND THE FEATURES AND RISKS, ASK FOR A PERSONALISED ILLUSTRATION.

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 0.11 mi
We offer you a quality triple "A" service covering advice, application and administration.
 
Independent Financial Adviser 0.2 mi
Great financial planning can change your life. We exist to inspire ideas, create confidence & give you freedom to live.
 
Independent Financial Adviser 0.58 mi
Succession Group's unique approach to Wealth Planning meets clients individual needs, and financial freedom and security in a changing world.
 
Independent Financial Adviser 0.59 mi
Award winning Goldstandard chartered & Certified financial planners giving quality independent advice