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Takunda Sando

Financial Planning Consultant, Chartered MCSI, CeFA in Beckenham

A little bit about Takunda

I am a chartered qualified wealth manager that can help in all areas of financial planning and wealth management. I can assess your current circumstances and objectives then develop bespoke solutions, that are kept under constant review, to help you meet your long term objectives in the most financially efficient manner.

I will also liaise with other professionals including accountants, solicitors, mortgage advisers, bespoke financing companies and will writers to help form well rounded solutions that help you and your family get your finances in order and achieve your financial goals.

Start the conversation

Your money won’t reach its goal unless it has a direction. But with a plan, it can work towards something better. I can help.
Contact me today

An adviser’s insight

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. The value of investments can go up and down and you may get back less than you invested.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.

Ready to build your plan? Contact me using the details above.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Qualifications

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

Diploma in Financial Planning

  • The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.

Level 6 Advanced Financial Planning Certificate

  • The CISI level 6 Certificate in Financial Planning provides a robust foundation in knowledge and skills that develop effective financial understanding and planning.

Chartered Wealth Manager Qualification (Level 7)

  • The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a high quality service to clients.

CISI level 6 Certificate in Private Client Investment Advice & Management

  • Private Client Investment Advice & Management enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.

Pension Transfers & Planning Advice

  • The Level 6 Certificate in Pension Transfers & Planning Advice provides specialist knowledge and skills in this area of financial planning.

Chartered Member

  • 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the relevant advanced qualifications they also have to demonstrate a consistent record of Continual Professional Development (CPD).

Chartered Fellow

  • The pinnacle of CISI membership. Exclusively for professionals who have demonstrated the highest levels of knowledge and standards of professionalism.

Testimonials

Client in Kent

He was absolutely outstanding. He explained things so well and very simply so that I could understand. He was very kind and patient with me as I had a lot of questions!

He made it feel so much easier and now I feel confident about what I am doing with my pension.

Client in Kent

Takunda Sando evaluated our pensions and gave us various options based on our requirements. He has been clear in his explanations and ensured that we have been happy with our choices.

He is very helpful, attentive and professional and a nice person to deal with.

Client in Sussex

Takunda Sando provided clear and actionable guidance which helped simplify complex considerations and he offered solutions tailored to our specific needs. His support made the process much more manageable and less stressful.

Client in London

Takunda was very patient and articulate when explaining the various options and investment vehicles available that I might consider for investing these funds. He carefully explained how each worked and the level of risk involved.

Location

Takunda's location

Beckenham
Kent
United Kingdom

Takunda is located in Beckenham, Kent and offers expert financial advice to suit your needs.

More about me

A chartered wealth manager specialising in but not limited to:

  • Pensions (including releasing tax-free cash)
  • Investments
  • Life and General Insurance
  • Trusts
  • Tax mitigation (Inheritance/Income/Capital Gains/Dividends)
  • On-shore and off-shore bonds & investments.

 

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.