Bhavik Shah I F A

Independent Financial Adviser 68 Beechcroft Gardens, Wembley Park, Middlesex, UK, HA9 8EP
FCA verified
16th July 2018
Before starting pension, talk to us first and explore all your options: benefits of advice could last a lifetime.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Long term care
Meet our advisers
adviser-person
Bhavikkumar Virchand Shah
Principal, IFA, Pension Transfer Specialist
Where to find us
About us

As financial advisers, we add value for clients in a number of key areas including asset allocation, risk management, costs and tax planning, when it comes to investment for income and total return.
At Bhavik Shah IFA, we can help clients with diverse financial planning needs from pension transfers to state pensions and personal pensions as well as all types of work pensions.
In addition to writing and phone, Bhavik is happy to communicate with you via email, FB Messenger, What’s App, LinkedIn, Skype (if you prefer something that is not listed, you are welcome to state your requirements!).
Phone Bhavik Shah on
E-mail:
/bhavik

Our services

Defined benefit pension advice.
Investments, Pensions, Savings.
Lifetime mortgages.
Equity Release.
Long term care.
Cashflow modelling.
Organising financial documents.
Genealogy
Not taking pension advice could seriously damage your long term wealth.
We keep a technology led office and try to minimise paper.
We have developed inhouse bespoke 'client specific' tailor made cashflow modelling.
We have developed an advanced fact finding system to accurately capture expenditure patterns and calculations of disposable income.
We provide a comprehensive ongoing service to monitor your financial planning.
We strive to provide a first class service.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Bhavik Shah IFA is entered on the FCA register under reference 223337 (which can be checked here https://register.fca.org.uk/ ) and is authorized and regulated by the Financial Conduct Authority. Trading as a sole trader Bhavikkumar Virchand Shah is Principal.

68 Beechcroft Gardens • Wembley Park• HA9 8EP • UK

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The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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