0116 448 9290
Based in Leicester
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: December, 2017
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Bharat and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 May 2025
Bharat 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
Bharat has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bharat 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: 14 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.
3
Qualifications Uploaded
Bharat has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Bharat has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Bharat has not yet added their fees to their profile
Fees not yet added
Bharat has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Bharat (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Bharat
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Bharat (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Bharat and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 May 2025
Bharat 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
Bharat has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Bharat 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: 14 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.
3
Qualifications Uploaded
Bharat has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Bharat has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Bharat has not yet added their fees to their profile
Fees not yet added
Bharat has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Bharat (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Bharat
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Bharat (based on 6 first impressions)
I've worked in financial services for over 15 years in an advisory capacity and pride myself on being able ‘to make a difference’ to my clients. There is nothing more satisfying than sharing their journey with them, but also being there for them when they need my advice the most. My professional qualifications and extensive experience with various financial institutions has given me the desire to take that knowledge and create a business, built on my core values of delivering honest, clear, understandable and trusted advice. Over the years I have been fortunate enough to receive various accolades and this recently culminated in being awarded ‘employee of the year’ for Nationwide Building Society, my last employer. To be given the company’s highest recognition possible, was a huge honour for me and my family. I enjoy working with anyone I can help provide financial solutions for, including business owners, high net worth individuals and people approaching or in retirement. My specialisms lie in Inheritance Tax and pension advice. The birth of my daughter Freya has been the proudest moment in my life and I cherish the time I have with her and my family… But in between that I do try and do the other things I enjoy, which are mainly travelling and keeping fit!
£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 Bharat's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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