Find Independent Financial Adviser UK

Independent Financial Adviser

Finding an independent financial adviser should not be a lottery

Why choose Sevenaar for your investment needs

Independent Advice
Independent

Wider range of investment choices. Unbiased and impartial advice at all times.

Bespoke advice as standard
Bespoke advice as standard

Every client's is different, and so should be the advice. The advice is always tailored and unique to your circumstances and Sevenaar never uses a standard cookie-cutter approach.

Dedicated Adviser
Dedicated Adviser

You will always work with the same investment adviser who will be easily reachable and contactable should you require to discuss anything.

Suitable Advice
Suitable Advice

Always the most suitable advice is given after understanding your circumstances.

Ethical Focus
Ethical Focus

Everything is built on a foundation of ethical principles.

Ongoing Service
Ongoing Service

You will be supported by your adviser on a regular basis throughout the service. Annual reviews are also offered which help determining if your portfolio remains suitable.

Investment Advice Service

Your investment portfolio is an extension of your financial strategy.

Individual circumstances evolve all the time which is why Sevenaar aims to develop a relationship to better adapt to your changing needs in order to give you the most suitable advice.

Learn about Sevenaar's investment advice service

Get in touch
Free initial consultation
Book now

Types of clients

Individuals and Families

Every family and its needs are unique. Identify which investment strategy will work towards preserving or capital growing or generating any income from it. Design an investment strategy if you have specific goals in mind.

Answer questions like: -

  • Will I have enough money to last through retirement?
  • How can my investments support my children's university expenses?
  • Will I be able to lead a comfortable lifestyle in the future?
  • My children need a loan. Can I afford to help them?

Women

Women are known to live longer than men and consequentially, the strategies for financial stability, retirement security, capital preservation and growth are slightly different.

Answer questions like: -

  • I’m interested in working with someone who understands my unique financial situation.
  • I’m recently widowed and would like to start investing to have a better future. Where should I start?
  • I’m going through a divorce. What can I do to maintain a good lifestyle in my retirement?

Executives

Using sophisticated tools and techniques, Sevenaar prepares an optimum investment plan and portfolio to work along with any existing investment positions you have. This includes by not limited to risk reduction, minimizing tax liability, addressing concentrated stock positions to reduce risk, and increasing diversification within your existing investments.

Answer questions like: -

  • What should I be doing with my employer stock options?
  • How can I effectively manage the various aspects of a concentrated stock position?

Financial planning for families
Advice for Families

Financial planning for families

More
Financial planning for working professionals
Advice for Working Professionals

Financial planning for working professionals

More
Financial planning for businesses
Advice for Businesses

Financial planning for businesses

More

Adviser

Bhushan Malik, CFA®, Chartered MCSI is Sevenaar's Principal Investment Adviser. He is currently a regular member of the CFA Society UK, CFA Institute and the Chartered Institute for Securities and Investments (CISI). He earned his CFA Charter in August 2019 after completing all 3 levels of the CFA Program; all in first attempt. He has over 15 years of experience working in the financial industry and has worked for companies like Barclays Wealth, London Stock Exchange, Royal Bank of Scotland, BNP Paribas, CQS besides many others as a financial technology consultant. His methods are deeply technical in nature that help him in evaluating the best possible solution to a problem.