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Integrity, honesty and trust

Founded in 1995, our objective was to build a company that excelled in providing Independent Financial Consultancy services through the creation of long standing, inter-generational and highly unique relationships.

​As regulations have changed overtime, we have embraced these changes to ensure that we are able to deliver a service proposal that is innovative, personal and flexible.

​Kiran Shah, who achieved Certified Financial Planner status in 2007 leads a highly qualified, technically proficient team that enables Lotus to specialise in retirement planning, investments, estate and tax planning.  In addition to being a Financial Planner, he is also a Fellow Member of The Institute of Financial Accountants. He is joined in the Management Team by co-Director Ms Roshni Shah, also a highly qualified and experienced finance professional.

When they're not working, their down time and stress relief is hiking!  They run their own walking group www.boottrekkers.co.uk, train every Sunday (pre-covid) and in addition to local UK hikes, have completed Everest Base Camp, Inca Trail, Druk Path Trek Bhutan and most recently Kilimanjaro. 

 

Devonshire House, 582 Honeypot Lane, Stanmore, Middlesex HA7 1JS

           Tel:  020 3745 5955                          Email: info@lotusifa.co.uk

Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document which can be accessed HERE. This notice sets out how we will process your personal data in line with the General Data Protection Regulations.  If you continue to submit your details via the Contact Us box, it will be assumed that you have read the customer privacy notice and consented to its contents. We will not use the details you provide us in the contact box to market to you.

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Lotus Benefit Consultants Limited is registered in England and Wales no. 3093707. Registered office, Devonshire House, 582 Honeypot Lane, Stanmore, Middlesex HA7 1JS.

Authorised and regulated by the Financial Conduct Authority. Lotus Benefit Consultants Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 186675. If you wish to register a complaint, please write to us at the address above or email us at info@lotusifa.co.uk.

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

  ©2020 by Lotus Benefit Consultants Limited

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