Karan Chandreja
Chartered Financial Planner & Fellow of Personal Finance Society FPFS
Today few people have the time to manage their finances effectively. I believe planning for a secure future, be it for your business or your family, is one of the most important steps you will ever take.
The best way I can help you reach your goals is not only to provide you with appropriate advice and guidance now, but also to check that they remain effective in the future in case how your circumstances or other outside factors change.
About
I have been within the financial services industry for over 10 years with an extensive background in Banking and Wealth Management, serving clients in Buckinghamshire, Berkshire & Greater London.
During that time, I have developed in-depth knowledge and experience within many challenging areas of financial planning. I have particularly specialised in Retirement and Pensions Planning, along with Inheritance Tax Planning and Trusts*. I have since recognised that through St. James's Place, I am able to provide my clients with a greater level of service and the best possible advice through the products and services available to the St. James's Place Partners.
As I believe in providing my clients with the excellent service and the correct advice for their personal circumstances. Having achieved the highest level of professional financial advice status, ‘Chartered Financial Planner & Fellow of Personal Finance Society’, I hope this will give my clients confidence that my knowledge is up to date with the ever changing Financial Service landscape, that I understand how important my role as an adviser is and that I take the responsibility that comes with it extremely seriously.
I am incredibly passionate about my work and the role it plays within the lives of my clients. As every client’s situation is unique, it is important to acquire a comprehensive understanding of how our services may benefit your individual financial plans. Please contact me for a no obligation consultation to discuss your individual requirements.
Outside of my working life, I love playing squash, cricket and badminton. I live in the Langley area of Berkshire with my wife Jas and my two sons Ronak and Gian.
*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and 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/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
