Independent Financial Adviser - UK


Advice that you can count on

Investment and Wealth Management

Core Service

Sevenaar is an independent financial adviser and provides investment and wealth management advice using our bespoke portfolio management services. We advise and make recommendations for you after we have assessed your needs. Our recommendation is based on a comprehensive and fair analysis of the market.

We manage your investments using industry standard financial methodologies and practices. Our clients get value and benefit from sophisticated investment expertise.

Professional Approach to Financial Planning

Advice is as unique as the individual

Planning for Beginners

A helping hand when you are just starting out

Planning for Future Income

Structure your investments to generate income

Planning for Retirement

Make your investments contribute in retirement

The Client Experience

Unique Circumstances

Each client has unique needs and priorities and the advice involves thoroughly understanding this aspect of planning exercise as much as possible to build a unique portfolio.

Independent Research

Using industry standard research helps to position your portfolio for the future.

Transparent Fees

Fees are transparent and fully disclosed upfront. Sevenaar does not charge any minimums.

Secure Communication

Clients benefit from access to personal client portal for securely communicating with their adviser.

Why Clients Choose Sevenaar

Uncomplicated Advice

Advice and Recommendations without complexities

Ease of Communication

Direct contact with your adviser at all times


Available to help and serve clients who are not local


Guide to Retirement Income Planning: Strategies & Tips Guide to Retirement Income Planning: Strategies & Tips

Approaching retirement can be both exciting and daunting. It marks a new chapter in life where financial stability and security become paramount. Crafting a robust retirement income plan is essential for ensuring a comfortable and fulfilling retirement.

Bhushan Malik, CFA, Chartered MCSI

21-Mar-2024 | 10m read

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Inheritance Tax Planning Inheritance Tax Planning

Inheritance Tax (IT) is a tax that you pay on your estate that you pass to your beneficiaries upon death.

Bhushan Malik, CFA, Chartered MCSI

15-Nov-2022 | 8m read

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Lifetime ISA Lifetime ISA

A Lifetime ISA helps your investments grow tax free and with no tax liability on income and gains, it is certainly an option to consider when looking to buy your first home.

Bhushan Malik, CFA, Chartered MCSI

15-Aug-2022 | 5m read

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Income Investing Income Investing

Having decent level of savings is important for your future and your loved ones. However, with low interest savings rates, investing is a better option to generate a level of income can not only support your current lifestyle but also build on top of your savings.

Bhushan Malik, CFA, Chartered MCSI

01-Jan-2022 | 7m read

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What our clients say about us

Excellent Service

All the queries handled professionally. Pleased with the overall service.

- Mr. S (Information Technology)

Knowledge and Expertise
Ease of Communication
Good returns, excellent customer service

Investing made simple. Had a great introduction to the service from Mr Bhushan Malik. Answered all my questions and explained everything very clearly. I would certainly recommend sevenaar to family and friends.

- Mr. A (Doctor)

Knowledge and Expertise
Ease of Communication
Thorough information

Took great care in explaining to me as clearly as possible every detail about my investments, an area that I'm not familiar with.

- Ms. E (Author)

Knowledge and Expertise
Ease of Communication
Very helpful and responsive

I appreciate how comprehensive and considered the onboarding process was. I feel able to ask questions and seek advice, and have found the service very helpful to date.

- Ms. R (Senior Analyst)

Knowledge and Expertise
Ease of Communication

Start the conversation

  • Investment Planning
  • Managing of Investments
  • Independent Investment Advice
  • Tax Planning
  • Reduce and Hedge Risks
Get in touch

Your free initial consultation

If you would like to understand how Sevenaar can help you in managing your finances and how you can benefit from your services, book a call back and an adviser will be in touch. The free initial consultation offers you an opportunity to ask questions to your adviser and would help you to better understand services and commitments as your adviser before you arrive at any decisions.

No advice is given during the free initial consultation.

Book Now

57% of retail investors say they have a fair opportunity to profit by investing in capital markets.

81% of retail investors with an adviser say they have a fair opportunity to profit by investing in capital markets.

Source: CFA Institute