Bhavik Shah I F A

Independent Financial Adviser 68 Beechcroft Gardens, Wembley Park, Middlesex, UK, HA9 8EP

Response rating

7.0/10

10th September 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

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Long term care
- Long term care

Meet our advisers

Bhavikkumar Virchand Shah

Principal, IFA, Pension Transfer Specialist

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Certificate in Equity Release

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

What our clients say

Bhavik helped me transfer my final salary pension so that I can now leave my unused pension savings to my son.

Maxine Reid, Edgware

Bhavik looks after all my financial needs. He has helped me to purchase my freehold, made my will, sorted my motor and home insurance, helped me made a list of contents and organised receipts, found best cash ISA and fixed deposit rates, etc etc

Una Dirrane, Wembley

Where to find us

68 Beechcroft Gardens, Wembley Park, Middlesex, UK, HA9 8EP

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.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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

Mobile

Email

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

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Long term care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

Contact options

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