K C Wealth Management
Senior Partner Practice of St. James's Place Wealth Management
“I have had Karan as my adviser for a good part of the last couple of years and I cannot recommend him highly enough for his integrity, cutting edge insights, and active listening to understand real drivers behind customers needs. What set Karan apart for me was his holistic view on life planning and how financial investments are only one element of it. No surprise that I have leveraged Karan's expertise for a bunch of other important decisions too and as I did that, I found him not only well connected but also very generous in connecting people with people, people with ideas and people with opportunities.”
“I am writing to convey how pleased I am with the service and guidance provided by Karan Chandreja of St. James's Place. My financial affairs, although not dire, were lacking any real investment strategy and I was unaware of the tax advantages available to me given my income and savings. Karan carefully and diligently explained my options and guided me through a strategy with respect to pension and ISA investments that have made me feel far more positive about the future. Karan took a holistic view and involved my wife in the discussions so that it was a family, rather than just individual, financial planning decision. Karan is professional, has a warm demeanor and instills in me a real sense of trust and client care. He has high integrity and appears very ethical. Karan has also referred me to a mortgage consultancy who have provided me with an excellent deal on a new property we are purchasing. A side benefit of our relationship. Karan always responds quickly to my queries and is always available for advice and explanation of the various financial processes and regulations. I am excited about working with Karan and St. James's over the many years to come.”
Graham Cousins, Senior Vice President, Platform, Technology, Thomson Reuters
“Karan is an engaging, enthusiastic and inspirational young man. He is always there for us whenever we need guidance and advice. He is pro-active in advising us on any changes/new products which could be relevant to our particular circumstances. Not only a true professional who has earned our total respect, Karan has become a trusted friend who will always be welcome in our home.”
Mrs. Deidre Simons, Retired, Stoke Poges, Bucks
“Karan has really helped us get our finances in order by offering balanced and invaluable advice and support. We wouldn't hesitate to recommend him to family or friends.”
Mrs. Liz Shuttleworth, Teacher, Midsomer Norton
“Karan has been exceedingly patient, knowledgeable and thorough in arranging our affairs. We recommend him highly.”
Mr. Graham Spouse, Director, Marlow
“Karan has been a great help to me and my wife with his invaluable advice and continuing support in reorganising our financial and personal affairs. This has included placing investments, pensions and estate planning. With his very pleasant manner, Karan is always there to help and I would recommend him to anyone.”
“In the past financial planning has been a low priority for me, due to basic lack of knowledge and confusion about the options available. However, Karan has shown endless patience explaining, in laymanís terms, how the right steps now will be of benefit to my familyís long term financial security. He is both knowledgeable and approachable and I have developed a real trust in his guidance.”
Mr. Michael Sim, Retired Journalist, Slough
“Karan tailored investment opportunities adapted to my needs and accompanies me throughout. I also appreciate his advice and his constant availability. A Trusted partner for a longer term approach. Highly appreciated & recommended.”
Business Development Manager
“We have always found dealing with Karan to be straight forward and informative. He has shown to us that he has the knowledge and the experience to deal with matters that arise in the financial services market in a professional and expert manner. We would have no hesitation in recommending him to others. ”
“Mr Chandreja has helped me immensely reconstruct my financial affairs into something a lot more manageable that I had previously held. He comes very highly recommended.”
Arthur Backshall, Special Services Agent
“Karan is a very professional and thorough gentleman. He has indeed always given us trustworthy advice to date. He is highly knowledgeable and has always offered us information and advice suited to our requirements and needs. Following our first couple of meetings with Karan, my husband and I recommended him to a number of friends and family. We will continue to do so because we are very happy with the service and support provided by him.”
Sadhana Bose, Doctor
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an ISA with St. James's Place will be directly linked to the performance of the funds you selected and may fall as well as rise. You may get back less than you invested. The favourable tax treatment is ISAs may not be maintained in the future and is subject to changes in legislation.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
K C Wealth Management is a trading name of Art of Financial Planning Limited. Art of Financial Planning Limited is registered in England and Wales, Number 8564530. Registered Office: 9 Lake End Court, Taplow Road, Taplow, Buckinghamshire, SL6 0JQ.