Takunda Sando at Quilter Financial Advisers

Restricted - Whole of Market  Bromley, London, BR1 1LX
First meeting at adviser's own cost
Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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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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Income protection insurance
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Life insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Takunda Sando, Chartered MCSI
Chartered Wealth Manager

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

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

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

What our clients say
He helped arrange our investments and support our family through a difficult bereavement and prolonged probate.
Patricia, South London
I had been meaning to review my finances for a while. A promotion at work and change in my income meant I could start planning ahead. He talked me through my pension options and also introduced me to the idea of insuring my salary in the event of sickness. Given the Covid crisis I am pleased to see my pension value has already come back to where it was 6 months ago despite the large economic dip in that time. I have found Takunda to be really helpful at every stage and always willing to make time to explain options. I think his service has been excellent.
Georgina, South London
Offered great financial advice. Explained in great detail the various policies available and sourced the best deals on the market suitable for me.
Alex, Shirley
I had all my investments in a dozen baskets. So I looked for a FA in my area, called the number, and a lady made an appointment for me with Takunda. He very thoroughly went through all scenarios as far as my situation at that time and gave me some sound recommendations together with the reasons why, which to me is very important. I was very comfortable that Takunda knew his subject matter and the markets and I was very assured by that. With the disastrous effects Covid is having on the world markets resulting in the worst contraction in living memory, I was elated to see that my investments overall have grown by 7%. This was not expected in the current climate. All I can say is "Well Done" Takunda and of course Quilters Fund managers for working so very very hard. He has been so proactively keeping in touch and that for me is so very assuring.
Judy, South London
I was at a time were I was considering a number of financial products for myself and family to ensure our future is as secure as it can be. Takunda listened to our family circumstances and considered a pragmatic plan to help us achieve the financial security we needed for my family. Through this he advised on a number of financial products that we could afford at this point in time and maintains regular engagement with us to review and manage. I have found Takunda easy to talk to and have felt the advice he has given me covers the areas I am concerned with now and is aligned with the plans I have for the future.
Curtis, Sussex
I sold a property the proceeds of sale was sitting in the bank earning little interest and therefore I found an adviser. Mr Sando introduced me to investing, saving, his advise from the outset made me aware of all the risks involved and more importantly gave me time to decide if this was for me. My adviser has always looked at what is good and best for me and would continually advise.
Brenda, Croydon
I looked for a financial adviser to provide their expertise when choosing a life insurance policy for me and my family. He provided me different insurance policies whilst explaining the pros and cons of each and helped me decided which was most suitable for my needs. The policy I chose with Takunda’s help is suitable for my needed and within my budget.
Lewis, Surrey
I searched for an honest Pension adviser and, via Pension Bee, discovered the wonderful Takunda Sando. He's invested my pension funds with a view to my potential future expenditures and I'm happy with the investors he's selected. He contacts me regularly to let me know what's happening to my funds, and more than that, he keeps in touch with me generally, so we have a solid relationship based on mutual trust and respect for each others skills. I know that Takunda Sando is looking after my pension fund and will contact me if he has any concerns, or needs to move or change any of the funds in which my pension is invested. My very first pension fund manager, back in the early 1970s, gave me very good pension advice, which I followed, and Takunda Sando has - luckily for me - taken up that role.
Morven, South London
We wanted life insurance and appreciated Takunda’s professionalism and advice. He provided us with great information and knowledge on life insurance and the policies available. We felt very happy and understood what we were purchasing and the professionalism and helpfulness is what won us over compared to other providers.
Kirsty, West Wickam
Following my marriage we had to consolidate savings, Insurances and pensions from previous employments. Received great advice around long term savings/trust funds for my children too. He gave a clear walk through what our options were giving us clarity and confidence to opt for what works for us. Great service, showed genuine care which was great.
Kennedy, Sussex
From the beginning he was clear about my options and what would be good for me and his advice has paid of.
Beverley, South London
Having pension pots with numerous companies, it was time to sort out my future income, ready for when I eventually retire. I initially sought advice on taking some money earlier rather than later, after talking through my intentions with Takunda it was obvious that there was more to this than I knew. From the start Takunda was very knowledgeable, he explained in great detail the pro's and con's of taking money from pensions and exactly what the tax ramifications would be. He highlighted varies ways to bring my pensions together and make my money work for me. Throughout the whole process Takunda was clear and concise and would listen to my concerns and answer any questions I had in a way that I completely understood. I could not recommend Takunda more highly, a complete gentleman that genuinely cares for his clients and wants to provide the best service he can.
Sheryl, Hampshire
Takunda explained the market, explored the options, and offered quality advice, at all times in an excellent manner. Over the past year Takunda's input has seen my portfolio easily beat the NS&I and banks I had previously trusted. Being fairly risk-averse, I'm not sure they could have done much better!
Mike, London
My handicapped daughter became a beneficiary of a trust. Takunda helped by advising and arranging for the money to be invested for the benefit of my daughter. I have seen the outcome I was hoping for and there is nothing better Takunda could've done!
Pauline, London
I had a need for sound financial planning. Takunda gave sound financial advise and I have achieved the objective I was hoping for.
Raymond, South London
Coming up for retirement with a host of different pensions with different benefits and penalties. I needed advice because I didn't understand the ramifications. Takunda helped to tie in all the different pensions so that they made sense. He explained possible options very clearly and chased pension companies when they were being tardy. He listened carefully to what we were aspiring to and provided options that met our brief. We had regular meetings throughout the process and the occasional phone call to check all was well. He always responds quickly to emails. Takunda is very professional and personable too.
Helen, London
It has been something we have been considering for some time and was well over due to obtain financial advise for the purpose of having a more strategic approach to our financial planning for the future. Takunda was great as he provided a clear and succinct explanation of the various options once he had analysis our resources, future requirements and risk profile. I found Takunda to be very knowledgable and patient and very personable which created a perfect environment to create a very good and trusting business relationship.
John C, London
About us

Quilter Financial Planning were voted #1 Financial Advisers in the UK by the Financial Times in 2019 and 2020.

Quilter Financial Advisers specialise in personal and corporate financial planning.

Our philosophy is to offer a high quality and personal service to each of our valued clients.

We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold.

We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.

We are part of the Quilter Financial Planning Network who are owned by Quilter plc.

Quilter plc is a leading provider of advice, investments and wealth management; managing over £100 billion of investments on behalf of 900,000 customers.

Our services

Chartered Wealth Manager specialising in but not limited to:

• Pensions (including releasing tax-free cash)
• Investments
• Life and General Insurance
• Trusts
• Tax mitigation (Inheritance/Income/Capital Gains/Dividends)
• On-shore and off-shore bonds & investments
• Tax-Incentivised investments (e.g ISA's/VCT's/EIS's etc).

Where to find us
Head office address: Bromley, London, BR1 1LX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

VCTs and EISs invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies.

The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

Response rating
10/10
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FCA authorised
Last authorised 8th August 2022

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