At SensInvest, our aim is to recommend prudent and sensible financial planning solutions for our clients. Whilst money cannot buy happiness it does play a major part in our lives. Nothing gives us more satisfaction than seeing client money grow and guiding our clients in achieve their financial objectives. We are confident that we can make a difference with our expertise.
We feel that client engagement is a big part of the relationship and we explain things in a way that simplifies the financial jargon. We want our clients to be as passionate about their future financial goals as we are, about making sure that they are on track to ‘live’ their life. Money doesn’t always have to be earned; wealth can generate greater wealth by efficient management, administration and tax planning.
If we had to identify one key priority for us, it would be to make your wealth grow to its optimum and we will not compromise on this promise.
We are a boutique financial planning firm and all of our advice is provided by our highly qualified Financial Advisers Chandan Hinduja and Geetika Sethi with the support of True Potential Adviser Services as the administrative support and compliance consultants.
What We Do Well
Independent Financial Advisers
We pride our independence as we strongly feel that it helps us deliver the most appropriate client solutions. We work independently for our clients researching the whole of market, placing no bias on product or provider selection. This does mean more research and due diligence but it gives us and our clients greater satisfaction.
Bespoke Financial Planning
All clients are different in a unique way with different aspirations and financial needs. We understand this when we discuss your personal and financial priorities and this forms the core of our financial planning process. We spend time to understand your situation and build a plan which is bespoke for you.
Personal Client Website
Your personal client site gives you an unrivalled insight into your personal finances, your financial goals and how your investments are performing. You can organise and track your investments conveniently online, and get in touch with us instantly.
Within your client site you can:
- View your policies and plans
- Get a valuation of your portfolio
- Analyse each plan for performance, asset allocation and attitude to risk
Transparent Fee Structure
We are open and honest about our charges; you will be explained your charges in detail before you appoint us as your trusted adviser.
Our adviser charging is fair and transparent; we will provide you with a copy of our ‘Client Agreement’ at our Initial Consultation. A copy of our ‘Client Agreement’ can be found under the ‘Resources’ section.
About your future and the well-being of your loved ones, as much as you do. Trust us to help you dream, aspire and achieve.