It's about how you feel...
We recognise that there are two key components to successful financial planning — what we do and how you feel as a result.
As well as achieving great solutions and results, we believe it is equally
important for you to enjoy the Wealth Architecture™ process.
This chart outlines how our clients tend to feel before they meet us, during the process and ongoing in the lifetime relationship that we offer at Anand
We look forward to designing, furnishing and maintaining your financial home with you...
Click here for more details about each step of our Wealth Architecture™
Click here for a larger image.
Financial planning is not an event, it is a process. It's important, therefore, to work with an adviser who is not focused on selling you a product, but
genuinely loves helping you achieve your goals and aspirations.
We simplify the process so that you are fully engaged in understanding how things will work and why.
‘We are the data controller and will process your personal data in accordance with the Data Protection Act 1998 as amended or replaced by the General Data Protection Regulation 2016 and any national laws which relate to the processing of personal data (“data protection legislation”)’
‘The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.’
Your First Meeting is at our Expense
In this meeting we’ll help you get a better understanding of what financial issues you need to be considering.
We'll also simplify your financial future by busting through a lot of the jargon that exists in this profession.
And then we’ll quote a fixed price before moving to the next step, with no obligations.