Who we are
Founded in 1995, our objective was to build a company that excelled in providing Independent Financial Consultancy to its clients, and still maintain a personal touch, through the creation of long standing relationships.
As Regulations have changed overtime, we have embraced these changes to ensure that we are able to deliver a service proposal that is flexible both today and for the future.
Kiran Shah, who achieved Certified Financial Planner status in 2007 leads a highly qualified, technically proficient team that enables Lotus to specialise in retirement planning, investments, estate and tax planning. In addition to being a Financial Planner, he is also a Fellow Member of The Institute of Financial Accountants.
Our belief and experience shows that long term relationships are built on open communication, integrity and trust. This can only be achieved by regular contact and ensuring that professional standards are maintained at all times.
We are independent and because of this our fee structure is very flexible and we can offer a payment method to suit all clients.
Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Want to know more?
To find out more or to arrange a meeting with us, please call 0203 745 5955 or email firstname.lastname@example.org or Skype:Kiran.shah230
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