Award Winning Advice

Bhupinder Anand - "IFA of the Year 2003"*

Bhupinder Anand -  "Protection IFA of the Year 2003"*

Sonny Joannou - Short listed "IFA of the Year 2002" **

Stuart Maley - Runner up "IFA of Tomorrow 2002" **

Sonny Joannou - Short listed "IFA of the Year 2001" **

Stuart Maley - Runner-up "IFA of Tomorrow 2001" **

Anand Associates - "Best IFA in the Capital 1998" ***

Bhupinder Anand - "IFA of the Year 1995" **

 * by Financial Adviser Newspaper, a Financial Times publication
** by Planned Savings Magazine
*** by Evening Standard Newspaper 

Since achieving the above accolade, at relatively early stages, we have since concentrated on constantly improving the experience our clients enjoy and the range of services we offer.

In addition, our Managing Director, Bhupinder Anand, is a renowned financial services speaker, training financial advisers around the world.  Click here for more information.

Your First Meeting is at our Expense

The briefing stage of our Wealth Architecture Program ( see our process chart here )
is an opportunity for us to get to know you better and for us both to assess if we would like to work together.

 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.

Contact Us