Founded in 1995, our objective was to build a company that excelled in providing Independent Financial Consultancy to its clients and still maintains a personal touch, through the creation of long-standing relationships.
As Regulations have changed over time, we have embraced these changes to ensure that we are able to deliver a service proposal that is flexible both today and for the future.
Kiran Shah, who achieved Certified Financial Planner status in 2007 leads a highly qualified, technically proficient team that enables Lotus to specialise in retirement planning, investments, estate, and tax planning. In addition to being a Financial Planner, he is also a Fellow Member of The Institute of Financial Accountants.
Our belief and experience show that long term relationships are built on open communication, integrity, and trust. This can only be achieved by regular contact and ensuring that professional standards are maintained at all times.
We are independent and because of this our fee structure is very flexible and we can offer a payment method to suit all clients.
Location: Argyle House, Joel Street, London, HA6 1NW
Qualifications: Chartered Financial Planner
FCA Registration Number: 186675
Regulations: Lotus Benefit Consultants Limited is registered in England and Wales no. 3093707. Registeredoffice, Devonshire House, 582 Honeypot Lane, Stanmore, Middlesex HA7 1JS.
Authorised and regulated by the Financial Conduct Authority. Lotus Benefit Consultants Limited is entered on the Financial Services Registerhttps://register.fca.org.uk/under reference 186675. If you wish to register a complaint, please write to us at the address above or email us [email protected]
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service atwww.financial-ombudsman.org.ukor by contacting them on0800 0234 567.
