Why choose Sevenaar for your investment needs
Independent
Wider range of investment choices. Unbiased and impartial advice at all times.
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
You will always work with the same investment adviser who will be easily reachable and contactable should you require to discuss anything.
Suitable Advice
Always the most suitable advice is given after understanding your circumstances.
Ethical Focus
Everything is built on a foundation of ethical principles.
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
Free initial consultation
Book nowTypes 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 but 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?
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 20 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. His methods are based on solid fundamentals that help him in evaluating the best possible solution to a problem.