About FinGuru Wealth Limited
We are whole-of-market, Independent Mortgage and Insurance Advisers. We have access to all the providers in the market and can advise you on the right Mortgage and Insurance solution suited to your needs.
We have a wealth of experience/expertise in helping clients achieve their financial goals. We take great pride in providing honest and unbiased advice to my clients, with their best financial interests at heart.
We strive to provide excellent bespoke service to all our clients and we make it my priority to be available for you when you need us. We review our clients’ plans against their changing financial needs regularly, so they remain current and accurate.
We aim to build a long term professional relationship with my clients and we pride on building my clientele primarily on referrals.
The first meeting is at our cost (free to you) and an opportunity for each of us to get to know one another. You need not make a decision during that meeting but you will leave knowing how we can help you.
We will assist you from the first meeting right through to the completion of your mortgage. We will strive to offer you the best level of service, whilst finding the best Mortgage and / or Insurance deal for you.
To book your free initial consultation, please get in touch.
Experience & Qualifications
MBA (Finance), PCIAM, Dip CII, CeMap
FinGuru Wealth Limited is an Appointed Representative of Fortune Wealth Limited which is authorised and regulated by the Financial Conduct Authority- FRN; 714408
Geetika helped to identify my need for protection outside my employer, to have independent protection in place to cover the school fees. Also she provided excellent solutions for investments as I do not want to repay the mortgage with my savings at the moment.
- Mihaela Mihai
She helped us find the best rate for our re-mortgage, and answered all of our questions patiently and in detail. Nothing was too much trouble and response times were fantastic. She also advised us re life cover.
- B Modi