Meet the Team
Our mission is to help you identify and achieve your goals
Financial planning can be complex but we do our best to remove any obstacles between you and your money. Putting you in control and giving you clarity on what your plan is and what it is doing for you are at the core of our mission. Our team are ready to get you started, today.
Founder & CEO
Sat first entered the financial services sector as a senior relationship manager with one of the high street banks. His role involved helping clients with their day to day banking needs and assisting them to plan for their financial futures. Whilst undertaking this work, he naturally became involved looking at longer term strategies; these, in turn, led him to becoming a Financial Advisor. He uses his knowledge and experience in Financial Planning to provide the highest quality of service and advice for clients for whom he also advises on retirement planning, financial management and other strategic financial planning matters.
Candy has worked for high-profile organisations in and around London for over 20 years. She provides professional and executive assistance to Sat by way of administrative, organisational and business support. She is responsible for managing the day to day operations of the company.
Aside from work, Candy loves being a mum of two lovely children and actively organises family fun days. She has a passion for baking and enjoys cooking.
We cover all aspects of Individual & Corporate Financial Advisory
Your financial planning is not so much about money, but more about achieving your aspirations and objectives. These may be dynamic and thus subject to change where circumstances dictate or they may be of a more fixed nature. Whether you wish to secure a comfortable retirement, a new home, the payment of school fees or even that exotic sports car, we can help.