Reviews of White Lotus Wealth. (Financial Consultant) in London (London).

White Lotus Wealth

10 Reviews

10 Comments

Financial Consultant

Financial planner

St. James’s Place Wealth Management, 30 Lombard St, London EC3V 9BQ, United Kingdom

Description

Information of White Lotus Wealth, Financial Consultant in London (London)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of White Lotus Wealth

Reviews of White Lotus Wealth

C. O. J.

White Lotus Wealth would be my first port of call for anyone looking for investment/financial planning advice. Arpit in particular is a very easy person to talk to and he clearly has a very indepth knowledge surrounding planning for finances for the future. Arpit was able to demonstrate some useful tools and provide insightful case studies to help provide an idea as to how he could help me plan my finances. I thought he did an excellent job given the Covid restrictions and this took place over Zoom. If you are looking for advice from a highly capable professional who can distill the myriad of options available to you and condense the information in to an easily attainable solution, I'd certainly recommend you speak to White Lotus Wealth.

A. A.

I have known Arpit Shah for a number of years now, and have always found him to be an exemplary professional. Arpit recently helped my partner regarding a delicate matter concerning her mother's finances at a tragic turning point. Though faced with a complex conundrum Arpit was able to provide clear, dependable advise, and also switch us on to valuable resources which we had not considered. If you are looking for a company you can trust with your financial affairs then look no further than White Lotus Wealth.

D. C.

Arpit has the drive and enthusiasm to light up any room or Zoom these days. Most importantly his training, knowledge and access to continued opportunities and support via St James Place puts him in a great position to help you plan your future. He shares knowledge freely and as part of the largest wealth management FTSE100 company, with over £129.3 billion of client funds being managed, he can provide a wide range of wealth management solutions from tax planning and investments to pensions. His passion for his work and for his clients is clear from my dealings with him. He is clear and simple to deal with and truly understands the relationship value has with cost, and in my experience can deliver on it.

S. R.

Arpit from White Lotus Wealth has been a brilliant financial adviser. He is honest and gives you a fair analysis of what is best based on your personal financial circumstances. He is always approachable and I definitely recommend his service to anyone looking to clarify their financial position.

C. J.

Arpit is a thorough professional, clear concise advice! I previously found FA just wanted to sell to you but Arpit took the time out to explain even the fine print. The knowledge of pensions, investments and protection products is great. I would highly recommend Arpit for your financial needs.

J. T.

I have known Arpit for several years. He is very knowledgeable and gives sound practical advice. He explains everything clearly in plain English. He is very approachable and has the utmost integrity.

A. C.

My wife and I have been with Arpit for years now. Ever since then we have stopped worrying about trying to work out the right thing to do when it comes to investments and pensions. Now we know we can totally trust Arpit not just to do the right thing for us, but also to untangle the intricate world of pensions, ISAs and investments and put it to us in layman's terms so that we can actually understand it and make informed decisions. Not quite sure what we would do without him.

H. S.

Mr Shah met with my partner and I just before we had our first baby and shortly after we had bought our first house. At such a pivotal time in our lives we were glad to meet with somebody who understood our needs and was able to provide us with whole of market comparisons for our life insurance and mortgage protection cover. He was able to relate the specifics of each product to our current and future needs, leaving us with every confidence that we had picked the right policies to suit us, as well as leaving us feeling very well looked after and valued as clients. Highly recommended.

S. C.

My husband and I met with Arpit Shah from White Lotus Wealth and discussed our pensions and trusts and received great advice. We would have no hesitation in recommending White Lotus Wealth to our friends. Thanks Arpit for your time. Regards Stephanie Clements

M. W.

I have had the pleasure of working with Arpit Shah and he is extremely knowledgeable and really goes the extra mile when advising and helping his clients on a wide range of financial and investment matters. I would highly recommend him and I shall continue to work with him in the future Keep up the good work! Mike Woolf Fellowes Solicitors LLP

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