Stuart Poonawala - Lifestyle Financial Planner

Stuart Poonawala - Lifestyle Financial Planner Email and Phone Number

Lifestyle Financial Planner and Multi Family Office @ Kubera Wealth Ltd
hayes, hillingdon, united kingdom
Stuart Poonawala - Lifestyle Financial Planner's Location
London, England, United Kingdom, United Kingdom
Stuart Poonawala - Lifestyle Financial Planner's Contact Details

Stuart Poonawala - Lifestyle Financial Planner work email

Stuart Poonawala - Lifestyle Financial Planner personal email

n/a

Stuart Poonawala - Lifestyle Financial Planner phone numbers

About Stuart Poonawala - Lifestyle Financial Planner

I have 31 years Banking and Wealth Management experience managing all aspects of my clients financial goals and objectives. My goals are to provide a one to one level of advice where the clients needs are carefully discussed and bespoke solutions are implemented. I am looking to combine my experience and professional contacts to produce an exceptional level of financial advice that clients can trust.Specialties: Master of Life Planning with the Kinder Institute. Producing a highly personalised experience and truly understanding the actual needs of clients. Being truly independent means that there will never be a compromised choice of solution.International investment, pension and tax expertise

Stuart Poonawala - Lifestyle Financial Planner's Current Company Details
Kubera Wealth Ltd

Kubera Wealth Ltd

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Lifestyle Financial Planner and Multi Family Office
hayes, hillingdon, united kingdom
Website:
kuberawealth.co.uk
Employees:
6
Stuart Poonawala - Lifestyle Financial Planner Work Experience Details
  • Kubera Wealth Ltd
    Managing Director
    Kubera Wealth Ltd Nov 2009 - Present
    London
    We are a specialist financial advisory firm, committed to providing independent financial advice and planning solutions to a select number of private clients and families. From our offices in Gerrards Cross, we deliver an informed, personal and professional service to clients based in the UK and abroad. Using our WiseWealth process, we help you to define your goals and ambitions, even your fears. We then create a financial plan to set you on your path toward achieving what truly matters to you. Strategic partnerships with members of the legal, accountancy, private banking and investment management professions afford us access to a broad spectrum of solutions, so we can seamlessly coordinate all areas of your affairs. At Kubera Wealth we put you in the picture. You are at the centre of your plan and our focus is on building long-term, collaborative relationships to meet your needs both now and in the future.
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  • Knightsbridge Wealth Limited
    Managing Director
    Knightsbridge Wealth Limited Apr 2009 - Present
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  • Hsbc
    Independent Financial Advisor
    Hsbc Apr 1998 - May 2009
    Independent Financial Advisor looking after predominantly Non res/non doms and Uk res/non doms.
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  • Hsbc Bank Plc
    International Wealth Manager
    Hsbc Bank Plc 1988 - 2009
    Providing investment and tax planning advice to UK resident non domiciles and Internationally based clientele
  • Hsbc
    Retail Banker
    Hsbc 1988 - 1998
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Stuart Poonawala - Lifestyle Financial Planner Skills

Wealth Management Investments Wealth Strategic Financial Planning Financial Advisory Portfolio Management High Net Worth Individuals Financial Services Investment Strategies Retirement Financial Planning Investment Advisory Pensions Asset Management Finance Investment Management Retirement Planning Wealth Management Services Banking Financial Planners Private Banking Relationship Management Alternative Investments Inheritance Tax Planning Insurance Income Protection Asset Allocation Mutual Funds Protection Personal Finance Personal Financial Planning Mortgage Lending Hedge Funds Critical Illness Structured Products Bonds Funding Asset Managment

Stuart Poonawala - Lifestyle Financial Planner Education Details

  • Stanmore College
    Stanmore College
  • Gayton High School
    Gayton High School

Frequently Asked Questions about Stuart Poonawala - Lifestyle Financial Planner

What company does Stuart Poonawala - Lifestyle Financial Planner work for?

Stuart Poonawala - Lifestyle Financial Planner works for Kubera Wealth Ltd

What is Stuart Poonawala - Lifestyle Financial Planner's role at the current company?

Stuart Poonawala - Lifestyle Financial Planner's current role is Lifestyle Financial Planner and Multi Family Office.

What is Stuart Poonawala - Lifestyle Financial Planner's email address?

Stuart Poonawala - Lifestyle Financial Planner's email address is st****@****h.co.uk

What is Stuart Poonawala - Lifestyle Financial Planner's direct phone number?

Stuart Poonawala - Lifestyle Financial Planner's direct phone number is +4475953*****

What schools did Stuart Poonawala - Lifestyle Financial Planner attend?

Stuart Poonawala - Lifestyle Financial Planner attended Stanmore College, Gayton High School.

What skills is Stuart Poonawala - Lifestyle Financial Planner known for?

Stuart Poonawala - Lifestyle Financial Planner has skills like Wealth Management, Investments, Wealth, Strategic Financial Planning, Financial Advisory, Portfolio Management, High Net Worth Individuals, Financial Services, Investment Strategies, Retirement, Financial Planning, Investment Advisory.

Who are Stuart Poonawala - Lifestyle Financial Planner's colleagues?

Stuart Poonawala - Lifestyle Financial Planner's colleagues are Joseph T., Caroline Levy, Graeme Cowie, Daniel Hawes Dippfs/ Certpfs.

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