0203 544 6810
Based in Isleworth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Shammi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 April 2025
Shammi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Shammi has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Shammi has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Shammi has not yet added their qualifications to their profile
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Shammi has not yet added their qualifications to their profile
Transparent Fees
Shammi has not yet added their fees to their profile
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Shammi has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Shammi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 April 2025
Shammi and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Shammi has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Shammi has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Shammi has not yet added their qualifications to their profile
Qualifications not yet added
Shammi has not yet added their qualifications to their profile
Transparent Fees
Shammi has not yet added their fees to their profile
Fees not yet added
Shammi has not yet added their fees to their profile
Our ethos is to develop long term Win-Win relationship with all of those we deal with. We offer a initial free initial consultation, then support out clients develop short, medium and long term financial plans to help achieve their goal in a tax efficient manner and good value for money. Our firm provide services to individuals, couples, families small and medium size businesses to develop a short, medium and long term financial plans holistically. In particular, we specialize in investment, pension and inheritance tax planning where through our services clients have built up significant tax efficient capital funds which provide our clients with more options. With regards to inheritance tax planning, we often deal with three generations, parents in the 50 to 70, grandparents 70 to 90 and children in 20 to 40 age range to help manage transfer of wealth tax efficiently. I suggest we arrange an initial discussion to explore the best way we can develop a mutually beneficial relationship. To arrange a time to meet call Shammi on 07825 648432.
Offers available through VouchedFor
Contact Shammi through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Shammi's clients
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