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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

Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

An adviser’s insight

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

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 Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.