Vikas Jumbu
Financial Planning Consultant BA (Hons) Economics, DIP (IP) in Nottingham
A little bit about Vikas
Vik is a qualified Financial Adviser and has been in the financial services industry since 1999. Within that time, he has developed a range of skills, knowledge and expertise that helps him to provide the most suitable solutions for his clients.
Vik has also worked as an execution -only stockbroker, for a large well know American company, which has given him a wealth of knowledge within Investment markets.
Paramount to his work is building up long lasting relationships with his clients. Providing the best customer service possible is key for Vik when advising his clients
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.
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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.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
General Insurance
Home contents insurance, buildings insurance.
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