KAL Capital Partners Ltd Appointed Representative of Vision Independent Financial Planning Ltd

Independent Financial Adviser  7 Waterden Road, Surrey, Guildford, GU1 2AN
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FCA authorised
Last authorised 25th October 2021
We provide honest, friendly and transparent unbiased financial advice that is always tailored to your specific needs.
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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Stakeholder
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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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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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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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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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
Meet our advisers
MR Himanshu Lukha
Managing Director, Independent Financial Adviser
About us

KAL Capital Partners is an independent wealth advisory business. We provide independent financial advice and are an appointed representative of Vision Independent Financial Planning.

Providing independent, clear and unbiased advice is at the heart of what we do. We focus on helping our clients identify what’s best for their needs and circumstances. We tailor financial solutions to each clients' individual needs. This approach provides clients with clarity and comfort that what they have in place is right for them.

We help private clients who are serious about financial success, business owners and corporates who are looking to grow or protect what they have created, and charities seeking advice on a safe pair of hands to manage their limited resources.

Financial success can be measured in different ways but what’s important is that we help our clients achieve the financial goals they have set for themselves, their retirement, their family and even for their future generations. We also work alongside our clients’ solicitors and accountants in order to provide a cohesive approach to managing wealth in a tax-efficient way.

Our services

We spend as much time with clients as necessary to understand what is important to them and without them thinking that the 'clock is ticking'. The solutions we recommend are always tailored to our clients’ specific needs. We do this because we genuinely appreciate that no two clients’ needs and aspirations are the same. Often, individuals and businesses that approach us have previously struggled to connect with an adviser who truly understands their unique and sometimes complex needs. They appreciate our breadth of knowledge, expertise and ability to tailor solutions to their needs.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£151,000
Advice methods
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    Face to face
Compliance

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

KAL Capital Partners offers independent services and whole of market advice is provided on these services.

KAL Capital Partners Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register.

The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Tax and Trusts.

The future value of investments can fall as well as rise and future growth is not guaranteed.

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This adviser is currently out of office and not available for contact

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