About Us

Founded in 1995, our objective was to build a company that excelled in providing Independent financial consultancy to its clients and still maintain a personal touch, through long standing relationships.

As Regulations have changed overtime, we have embraced these changes to become highly qualified to ensure that we are able to deliver a service proposal that is flexible both today and for the future.

Kiran Shah, who achieved Certified Financial Planner status in 2007, has a highly qualified and technical team that enables him to specialise in retirement planning, investments and estate planning and tax planning.

In addition to being a Financial Planner, he is also a Fellow Member of The Institute OF Financial Accountants.

Our belief and experience shows that long term relationships are built on open communication, integrity and trust. This can only be achieved by regular contact and ensuring that professional standards are maintained at all times.

We are independent and because of this our fee structure is very flexible and we can offer a payment method to suit all clients.

Testimonials

In our first meeting he put me completely at ease. Not only did he address the problem at hand, he also put plans in place to help me move forward and make my money work for me from now on. I have been with Lotus for nearly 2 years. The thing that makes them stand out for me is the personal touch. If you want peace of mind that your personal and business affairs are being managed by people who know what they are doing, always keep you in the loop and are always available.... then I would strongly recommend Lotus.

Ms R Simpson - IT Contractor

  


Linkedin
View Kiran Shah's profile on LinkedIn
Home  ·  About Us  ·  Services  ·  Get a Quote  ·  Links  ·  Find Us
All rights reserved. Copyright © 2009. Lotus Benefit Consultants Ltd are authorised and regulated by The Financial Services Authority. Registered in England No. 3093707. Registered office: Devonshire House 582 Honeypot Lane Stanmore  Middlesex HA7 1JS. The information contained within this website is subject to the UK Regulatory regime and is therefore targeted primarily at consumers based in the UK.