Independent Financial Adviser  6 OWERS ROAD, WITHAM, CM8 1FR
First meeting at adviser's own cost
Committed to putting client’s interests above all. Get started with our free initial consultation.
We can advise you on
Wealth management
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
Socially responsible investments
Unit trusts
Lump sum
National savings
Regular savings
Savings for children
School fees planning
Capital gains tax
Meet our advisers
Mr. Bhushan Malik , CFA, MCSI
Principal Investment Adviser

The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

What our clients say
All the queries handled professionally. Pleased with the overall service.
Mr. A, Lincoln
All the queries handled professionally. Pleased with the overall service.
Mr. S, Leeds
About us

We are independent investment advisers and provide professional investment advice using our bespoke portfolio management services. We manage your investments using industry standard financial methodologies and practices. We design tailor-made portfolios to suit your requirements after considering all aspects of your circumstances. Your dedicated investment adviser will offer specialist advice across different asset classes to take advantage of the best available opportunity.

Our services

We offer independent investment advice and make recommendation after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market. Whether your objective is to grow capital or generate income, we can help in creating bespoke portfolio(s) for your needs and provide impartial advice based on your objectives and circumstances.

Where to find us
Head office address: 6 OWERS ROAD, WITHAM, CM8 1FR
Service coverage
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
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    Online (Live chat, video, email)

Sevenaar® is a trading name of Sevenaar Limited. Sevenaar Limited is an appointed representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority No. 153566.

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