About us
Integrity, honesty and trust
Founded in 1995, our objective was to build a company that excelled in providing Independent Financial Consultancy services through the creation of long standing, inter-generational and highly unique relationships.
As regulations have changed overtime, we have embraced these changes to ensure that we are able to deliver a service proposal that is innovative, personal and flexible.
Kiran Shah, Director, Business and Financial Consultant
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.
Ms Roshni Shah, Director
Kiran is joined in the Management Team by co-Director Ms Roshni Shah, also a highly qualified and experienced finance professional.
When we are not working, our down time and stress relief is hiking! We run their own walking group www.boottrekkers.co.uk, train every Sunday and in addition to local UK hikes, have completed Everest Base Camp, Inca Trail, Druk Path Trek Bhutan and most recently Kilimanjaro.