Sanjay Pindolia MCSI's Linkedin Analytics

My goal is to have a substantial and tangible impact on your life by assisting you in securing your own, your family's, or your business's future. Most people lack a clear financial direction and are uncertain about their financial prospects. By guiding you in charting a well-defined path to financial independence, I not only provide you with the peace of mind and confidence that your financial future is safeguarded but also grant you the liberty and flexibility to pursue your personal passions and interests before it's too late. Many of my clients lack the time and resources to consistently evaluate and monitor their financial plans at the necessary level of detail. Therefore, I ensure that we establish an effective plan that: • Ensures they follow through on essential financial tasks they may be neglecting. • Is regularly assessed and adjusted if market conditions or personal circumstances change. • Keeps them informed about any legislative modifications that may affect their plan. I assist you in addressing critical questions like: • When can I comfortably retire? • How can I minimize my tax obligations? • What strategies can I employ to mitigate inheritance tax? • Am I making the right financial decisions? To arrange a quick 10-15 minute meeting to discuss if we are the right fit for each other, contact me at 07727001984 or via https://calendly.com/sanjay-pindolia/10-15-introduction-meeting Southover Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Southover Wealth is a trading name of Southover Wealth Ltd. SJP Approved 23/09/22