Kubera Wealth
We work with like-minded people, to help them grow both financially as well as holistically, and act as mentors and lifestyle coaches. This helps us to build long term, trusted, relationships with our clients.
To maintain financial wellness in your personal life and business, we devote time towards helping our clients achieve the right balance between building their wealth, learning and understanding how to maintain and protect its longevity and getting the balance right to prosper.
Wealth can grow through:
- Investments - ISAs, Portfolios and/or Offshore Bonds
- Pensions - SIPPs, SSASs and/or other pension arrangements
- Property - own residence, buy to let and/or commercial
- Cash
- Business
- Tax efficiencies
Why do we do it?
It is our job to help our clients find the right balance and fit to create their wealth, and assist with maintaining it through the generations via:
- Trusts and Estate Planning
- Retirement Planning (thanks to the new legislation put in place)
- Business Succession
We devote time towards helping our clients achieve the right balance between building their wealth, learning and understanding how to maintain and protect its longevity and getting the balance right to prosper.
-
Telephone
-
Face to face
Kubera Wealth Ltd, 39 High Street, Greater London, Pinner, HA5 5PJ
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.