CLIENT EXPERIENCES
See What Our Clients Are Saying
I’ve been a customer of Lotus for over 5 years now, I’ve had a fantastic experience working closely with Kiran & Roshni. They are both practical and hands-on, always willing to take my calls, respond to my emails and help me make the right choices for my personal and family circumstances in relation to such matters as mortgage advice, investments, and pensions, personal financial matters, ISAs and business advice.
​
Kotecha Family
My wife and I have much to thank your organisation for. We sincerely believe that we have found the ideal home for our savings. Keep up the good work.
V & L Sinclaire
It's a pleasure working with Kiran and Roshni, they are always courteous and ready to answer any queries. The investment advice I have received has helped me plan and use my tax allowance effectively. My investments have performed well even in an uncertain 2020. Great work, keep it up!
H Khimani
Lotus have been advising me for many years. I’m delighted with the service they provide and I can highly recommend them.
SB, London
EVALUATION
-
What do you currently have
-
Where do you want to be
-
How are you going to get there
ADVICE & RECOMMENDATION
-
Analysis of your options
-
Recommendation
-
Implementation
ANNUAL REVIEWS
-
To keep you on track
-
Ensure ongoing suitability
-
Incorporate adjustments
A few of our accreditations
​
.jpg)
