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Raj Unadkat
Partner

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My profile

Helping you to better understand your finances to achieve your financial goals

I love helping my clients to better understand their finances and I work with them to put plans in place that helps them to achieve their financial goals and aspirations. I really enjoy getting to know my clients and understanding what’s important to them, earning their trust and establishing lasting relationships. My experience as a financial planner enables me to work with clients from different walks of life, who have varying financial ambitions. I provide advice and guidance on a wide range of financial planning areas, including:

  • how to protect your lifestyle and/or your family – advise on adequate protection to help you plan as best as you can
  • savings and investment review – to help you achieve your key life events
  • pension planning and options for your retirement – to help you achieve the lifestyle you might want in retirement
  • portfolio review – making the most of your current savings and investments to obtain income and growth
  • financial planning helping to minimise any tax liability
  • company solutions – protecting businesses through protection strategies and
  • financial planning – using cash flow modelling to make sure your current and future aims and objectives are achievable

I believe that every client is unique. Your goals, your aims, your objectives and your dreams are all unique to you too. We will work together to discover what is important to you in life and what your priorities are; my aim being to help you succeed.

The value of your investment can go down as well as up and you may not get back the full amount invested. The Financial Conduct Authority does not regulate taxation advice and school fees planning.

Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits and is not suitable for everyone. You should seek advice to understand your options at retirement.

How I work

We will work together to discover what is important to you in life and what your priorities are; my aim being to help you succeed. The benefits of working with me include:

Simplification: I will translate complicated financial jargon in to plain English that is easy to understand.

Personalised approach: I will take the time to understand your current financial situation and how you see your future. Therefore, ensuring my advice is focused on your unique needs.

Rewarding experience: I will find the best solution possible, making your money work the hardest for you.

Up-to-date information: By keeping up with the changes in the industry I will provide you with information about new opportunities that are in line with your financial goals.

Review service: I know that your needs will change and will therefore provide regular financial reviews to ensure your financial strategy remains on target to achieve your objectives.

How I can help you

To deliver your financial goals and objectives, I use a 4 stage process.

Discovery meeting: I will find out your immediate and long-term financial needs and objectives to understand how we can partner together for your success.

Strategy: to formulate the best solution for your needs.

Recommendation & Implementation: to take the first step in achieving your financial goals.

Review: your financial plan is likely to need adjusting over time; we will jointly agree regular review meetings.

The value I add to my clients

I am passionate about my job as a financial adviser and enjoy providing people with peace of mind when it comes to their finances.

By putting a sound financial plan in place it allows you to enjoy living your life; safe in the knowledge that your family is protected and that your finances are well looked after.

Qualifications

Diploma in Financial Advice (DipFA) from the London Institute of Banking & Finance.

STEP Certificate for financial services – Trusts and estate planning

BA Honours Business Studies

Testimonials

“Raj has arranged for a more comprehensive life and critical illness cover to be set up that will safeguard my family in the future. Raj provided an excellent service.”

Verified client review, Surrey, 5 out of 5 rating.

“I was getting to the point where I needed the right help to make the right decisions. I have many pensions from many jobs over the last 36 years so I needed to make sure that they are providing the greatest benefits.

Raj took the time to carefully explain to me the options and benefits and to make sure that only those pensions which can work harder are chosen to be moved. I am in a better position now and the better for it.”

Verified client review, Surrey, 4.7 out of 5 rating.

“I had a large amount of pension that I had no idea what to do with. Raj was so patient and went through everything in plain English which really helped me understand. The pension has already risen so I am really pleased.

Raj did a fantastic job. I would recommend him to friends and family.”

Verified client review, Dorset, 5 out of 5 rating.