Credius Wealth Limited

Restricted - Whole of Market  Credius Wealth Limited, 85 Queen Victoria Street, London, EC4V 4AB
First meeting at adviser's own cost
We help wealthy individuals and professionals who are generally too busy to powerfully attend to the detail of their financial affairs. They are concerned that if they do not address this area they will miss out on opportunities, or worse, set themselves up for future of potential exposure, disappointment and/or financial loss.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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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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Socially responsible 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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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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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
Response rating
9.0/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR Owrang Rahmani B.Sc. (Hons), DipPFS
Managing Director

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

About us

Some of the areas where we provide value to you:

- Eliminate the risk of losing your home at a time when your family will be at their most vulnerable and make sure you are not disappointed so that should you need to claim on your insurance, it will pay out as expected

- Stop you losing money unnecessarily by paying too much for your current borrowing, nor wasting time (& credit scores) chasing a rate you are not eligible for

- Make sure you are not missing out on tax money you are owed (we check back at least 3 years)

- Make sure you are not taking too much unnecessary risk with your current investments and maximising your annual allowances (once they are gone, they are gone for good)

- Preserve the value of your estate for the benefit of your family by not losing money unnecessarily to the taxman in an ethical and legal way

- Eliminate delays in passing your wealth to those that need it

Owrang Rahmani is the principle adviser at Credius. Owrang has been in the financial services market for over 15 years, and prides himself on ensuring his clients receive comprehensive advice in all the areas that matter to them.

You will have access to his professional team to provide you with the support you need throughout the process and give you back valuable time to run your business and your life by removing the hassle & paperwork.

Our services

The clients we work best with are typically:

1. Small and medium sized business owners who are concerned with the potential loss of key staff. They want to protect themselves and their businesses against this loss. They are also concerned that they are not managing their own finances effectively, and they do not want to sacrifice time they would rather spend on growing their businesses. They want to delegate it and be sure it is done right.

2. Parents who are worried about the risk of losing their income (through accident, sickness, incapacity or death) and as a result losing their family home. All this at a time when their family might be at their most vulnerable (young children or older dependent relatives etc.). They want to eliminate this risk.

3. People in later life concerned about preserving the value of their estate by not losing money unnecessarily to the taxman. They wish to protect their inheritance in a legal and ethical way, whilst eliminating delays in passing on their wealth to their loved ones. They may also need assistanc in managing their money to ensure it doesn't run out and leave them in ruin.

Where to find us
Head office address: Credius Wealth Limited, Senator House, 2 Lambeth Hill, 85 Queen Victoria Street, London, EC4V 4AB
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
9.0/10
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FCA authorised
Last authorised 22nd February 2021

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