0203 551 0160
Based in Queensbury
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FCA status: Certified by Firm
Namrata is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Namrata's status
Last checked: 26 April 2025
Namrata is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Namrata's status
3
Recent Client Reviews
Namrata has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Namrata has received 3 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: 21 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
Namrata has not yet added their qualifications to their profile
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Namrata has not yet added their qualifications to their profile
Transparent Fees
Namrata has not yet added their fees to their profile
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Namrata has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Namrata is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Namrata's status
Last checked: 26 April 2025
Namrata is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Namrata's status
3
Recent Client Reviews
Namrata has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Namrata has received 3 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: 21 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
Namrata has not yet added their qualifications to their profile
Qualifications not yet added
Namrata has not yet added their qualifications to their profile
Transparent Fees
Namrata has not yet added their fees to their profile
Fees not yet added
Namrata has not yet added their fees to their profile
I became a Financial Adviser in 2008. For me, the best part of my role is interacting with clients and helping them achieve their financial goals and objectives. I develop long-term relationships with my clients by providing them with services that are tailored to their specific needs. I thoroughly enjoy the privileged position of being a Financial Adviser. I specialise in assisting you with your savings and investments, retirement planning, personal and family protection, and inheritance tax planning. I enjoy meeting new people from various backgrounds and professions because it allows me to meet a wide range of people, learn more about them, and help them achieve their goals. I understand that money cannot buy everything, but it can help you sleep at night when you are not dealing with financial issues; having healthy finances is one of the keys to living a well-balanced life. Being a Financial Adviser allows me to help you achieve financial stability, which gives me a great deal of satisfaction.
£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 Namrata's clients
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