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.
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.
Our Locations:
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Main Office - 225 Station Rd, Harrow on the Hill, HA1 2TH
0845 331 2604
Business Name
Lotus Benefit Consultants
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