Anil Badhan

Future Planning Wealth Management

Location:

54 Devizes Road
SN1 4BG
England

Anil Badhan

Future Planning Wealth Management

I have worked in finance for over nine years, working for well-known institutions, including Halifax and Nationwide. Today, I continue to enjoy working at Future Planning and have been there since 2015.

By listening to what clients want to get out from life and through detailed planning, I can show them if they are on the right route and keep them on course too. During this, I will review the suitability of their financial tools, for example, any pensions, investments and mortgages, and provide personalised recommendations. This will provide them with higher tax efficiency, more financial independence, more financial security and peace of mind, inevitably giving them the best possible life and reducing their financial concerns.

 

What we do...

  • Commercial mortgages

  • First time buyer mortgages

  • House move or re-mortgage

  • buy to let mortgages

Experience & Qualifications

IFS - Certificate in Regulated Equity Release (CeRER)

IFS - Financial Services, Regulation & Ethics

IFS - Diploma for Financial Advisors (DipFA)

IFS - Certificate in Mortgage Advice and Practice (CeMAP)

BA (Hon) Business Management

 

 

Customer Testimonials

Please can you click on the below link to see reviews left by my clients:

https://www.vouchedfor.co.uk/financial-advisor-ifa/swindon/028130-anil-badhan

 

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