Award Winning, Financial Architects
What We Do....
We provide a refreshing alternative to the product-focussed approach taken by most financial advisers. Instead, we focus on your specific needs and offer a genuine long term relationship.
We are Financial Architects.
We help you to design and create a financial home of your future.
This home will represent your future dreams and aspirations, each room perhaps representing a personal goal or ambition.
Then, we will look for the financial furniture to furnish this home. The furniture to give you the comfort and your goals and aspirations for you and your family will be achieved.
We find that most clients come to us having accumulated different types of furniture, but none of it with any strategy or coherency.
We’ll take a look at the financial furniture that you already have and see if it fits into the financial home that we’ve designed together. If it fits, we’ll keep it. But if it doesn’t, we’ll try to improve it or upgrade it if it is no longer suitable; you wouldn’t usually keep antique furniture in a modern contemporary home!
And, as part of our ongoing relationship, we’ll regularly review both your financial home and your financial furniture. We want to ensure that it remains appropriate to your changing circumstances, your revised goals and your updated needs.
Why would you buy financial furniture before you’ve designed a financial home?
Anand Associates Company Brochure
Our Services
We are here to help you to build, maximise, and preserve wealth whilst providing financial security.
We offer holistic financial planning advice to clients with the economic capacity and mental capacity to take advantage of our ideas, creativity and lifetime relationship, which is offered to them.
We aim to provide a very different, personalised experience than any other IFA.
We are also specialist tax advisers – we step in after the accountants have done their job.
Bhupinder Anand is globally recognised as one of the leading public speakers in financial services. He has been keynote speaker at major conferences all around the world, training other financial advisers.
Wealth Architecture™
This is the process through which your unique experience progresses.
We believe in absolute transparency at every stage.
That is, transparency as to what we can and cannot do and what we expect from you as part of our lifetime relationship. It is also about clear as to what our fees are for each step and agreeing these before proceeding. Click here for more details of our Wealth Architecture process.