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.
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Eagle Court, 9 Vine Street, Uxbridge, Middlesex, UB8 1QE
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