At Gandhi Wealth Ltd we aim to provide a financial planning strategy based on our clients experience, current and future needs, goals, values and concerns. We believe in providing a bespoke financial advice tailored to our client’s needs and belief.
The current financial climate that we live in is forever changing and becoming more complex. We look to work in partnership with our clients so we can regularly review and if required amend and modify their plans on an ongoing basis.
We also keep our clients updated and involved in all aspect of legislative changes that may have an effect on their financial plans to ensure a perfectly tailored approach to their wealth management.
The advice provided by Gandhi Wealth Ltd is also guaranteed by St. James's Place Wealth Management, giving you the assurance and peace of mind that you are well looked after. St. James's Place Wealth Management is a FTSE 100 company.
We provide advice on a wide range of areas of financial planning:
- Wealth management
- Inheritance tax planning
- Retirement planning
- Review of previous pension arrangements
- Investment portfolio management
- Tax efficient investment planning
- Protection, Life assurance, Critical Illness, Income Protection Plan
- Auto Enrolment & Key person cover
- Partnership & Shareholder protection
If you are interested in reviewing your current financial position or would like advice on any of the areas above without any obligation then please contact me for an introductory meeting.