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
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
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.