Sanjay Pindolia

Sanjay Pindolia

Southover Wealth

Minimum savings/pensions: Over £100,000

0330 038 8942
Based in Bank
View location

Verified since: December, 2022

5 out of 5

10 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 03 May 2025

    Sanjay and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Sanjay has not received any reviews in the last 12 months

    Sanjay has not received any client reviews in the past 12 months

  • Restricted Financial Adviser

    Last checked: 25 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Sanjay has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Sanjay has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 03 May 2025

    Sanjay and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Sanjay has not received any reviews in the last 12 months

    Sanjay has not received any client reviews in the past 12 months

  • Restricted Financial Adviser

    Last checked: 25 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Sanjay has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Sanjay has not yet added their fees to their profile

Imagine a future where financial worries are a thing of the past. My role is to be your trusted guide on the journey to lasting financial freedom and security. I’m passionate about empowering people to make informed financial decisions as I believe everyone deserves the peace of mind that comes from having a clear, confident plan for the future. I work with individuals, families, and business owners to create personalised financial plans that reflect what truly matters to them. Whether it's planning for retirement, reducing tax, protecting your loved ones or figuring how to leave a lasting legacy, my goal is to help you build security and freedom so you can live life on your terms. Together we'll answer key questions like: When can I comfortably retire? How can I reduce my tax bill? What can I do about inheritance tax? Am I making the right financial choices? Ready to start your journey to financial freedom? Get in touch to arrange an initial, no-obligation conversation and discover how we can create a plan tailored to you. https://calendly.com/sanjay-pindolia/discovery_call The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 10/07/2024

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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