0116 238 9070
Based in Leicester
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Ajay is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ajay's status
Last checked: 08 May 2025
Ajay is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ajay's status
5
Recent Client Reviews
Ajay has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ajay has received 5 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: 01 February 2025
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
Ajay has not yet added their qualifications to their profile
Qualifications not yet added
Ajay has not yet added their qualifications to their profile
Transparent Fees
Ajay has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ajay has provided information on their typical fees
Ajay has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ajay is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ajay's status
Last checked: 08 May 2025
Ajay is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ajay's status
5
Recent Client Reviews
Ajay has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ajay has received 5 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: 01 February 2025
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
Ajay has not yet added their qualifications to their profile
Qualifications not yet added
Ajay has not yet added their qualifications to their profile
Transparent Fees
Ajay has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ajay has provided information on their typical fees
Ajay has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
As an Independent Financial Adviser, I help individuals and businesses plan for their future. I specialise in wealth management which involves providing bespoke advice on • Savings and Investments • Pensions and Retirement planning • Inheritance tax and Estate planning I have been advising clients since 2007, creating long-lasting relationships built on trust and understanding. I believe that by getting to know my clients I am best placed to understand and help achieve their goals. I have gained my experience working in the banking sector and I have previously worked at Natwest, Aviva and HSBC where I have provided advice to individuals and businesses. The need for truly independent financial advice has never been greater with many companies now offering a "restricted" range. The service I provide is comprehensive, the support is consistent and the experience you get is personal and friendly. I offer a free initial consultation after which I will give you my honest judgement as to whether you are likely to benefit from the service I can provide and you can decide if you like my approach to financial planning. Through my firm we have qualified advisers who can also facilitate transfers from final salary pension schemes.
Offers available through VouchedFor
Contact Ajay 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 Ajay's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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