Kubera Wealth Limited

Independent Financial Adviser  39 High Street, PINNER, HA5 5PJ
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FCA authorised
Last authorised 20th September 2021
We start with YOU and not products.
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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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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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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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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EEA
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Rest of world
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Corporate pension
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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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Stockbroking services
Meet our advisers
MR Graeme Cowie
Director
MR Stuart Poonawala
Managing Director
About us

We are a specialist financial advisory firm, committed to providing independent financial advice and planning solutions to a select number of private clients and families.

From our offices on the High Street in Pinner, we deliver an informed, personal and professional service to clients based in the UK and abroad.

Using our WiseWealth™ process, we help you to define your goals and ambitions, even your fears. We then create a financial plan to set you on your path toward achieving what truly matters to you.

At Kubera Wealth we put you in the picture. You are at the centre of your plan and our focus is on building long term, collaborative relationships to meet your needs both now and in the future.

Our services

Holistic and Strategic Wealth Management. Helping our clients with the "Grandest Design of All - Life"

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

39 High Street, Pinner, Middlesex, PINNER, HA5 5PJ

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