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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. 

 

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