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  7. Kubera Wealth

Kubera Wealth

Independent Financial Adviser  Kubera Wealth Ltd, Greater London, Pinner, HA5 5PJ
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FCA authorised
Last authorised 11th October 2021
We help to maintain financial wellness in your personal life and business.
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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Wealth management
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Savings for children
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School fees planning
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Critical illness
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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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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
Meet our advisers
MR Chris Salacinski
Strategic Financial Planner
About us

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

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£1,100,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Kubera Wealth Ltd, 39 High Street, Greater London, Pinner, HA5 5PJ

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