Hina Desai

Hina Desai

Forvis Mazars

Minimum savings/pensions: Any amount

0115 774 0081
Based in Nottingham
View location

Top Rated 2025
Verified since: November, 2024

4.7 out of 5

17 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 April 2025

    Hina is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Hina's status

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Hina has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 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

    Qualifications not yet added

    Hina has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Hina has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 April 2025

    Hina is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Hina's status

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Hina has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 06 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

    Qualifications not yet added

    Hina has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Hina has not yet added their fees to their profile

I am a Private Client Partner in the East Midlands. I have over 25 years of experience advising clients on their financial planning needs. I have specialised in providing financial advice to Private Clients, individuals who have come into wealth since 2000, working with lawyers and accountants for a joined up approach. Over the years my experience has included acting for owner managed businesses, as well as HNW individuals and trusts. I enjoy helping my clients get to where they want to, whether that is enjoying their retirement, moving abroad or passing wealth through the generations. I create the space for clients to think through what their money means to them so that we can build a plan. As Chartered Financial Planner and Fellow of the Personal Finance Society, I have developed specialisms in retirement planning, estate planning and privately-owned businesses. Qualifications: - Fellow of the Personal Finance Society (CII) - Chartered Financial Planner (CII) - Certified Financial Planner (CISI) - Advanced Diploma in Financial Planning (CII) - Diploma in Regulated Financial Planning (CII) - Award in Long Term Care Insurance (CII)

Offers available through VouchedFor

Contact Hina 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 Hina's clients

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Adviser Disclaimer

Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.