0116 448 9290
Based in Leicester
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 08 March 2025
24
Recent Client Reviews
Verified reviews: 100%
Independent Financial Adviser
Last checked: 08 November 2024
Qualifications Uploaded
Qualifications not yet added
Transparent Fees
Sharad has provided information on their typical fees
Checks carried out by VouchedFor
FCA Regulated
Last checked: 08 March 2025
24
Recent Client Reviews
Verified reviews: 100%
Independent Financial Adviser
Last checked: 08 November 2024
Qualifications Uploaded
Qualifications not yet added
Transparent Fees
Sharad has provided information on their typical fees
I came into financial services 25 years ago because I enjoyed working with numbers and getting to know people. Working as a financial adviser in banks I saw first hand how poor financial planning hindered the prospects of families and their financial futures; that made me want to learn more about the industry and eventually I became an Independent Financial Adviser. I have set up my new venture Accomplished Financial Solutions where will I take the time to get to know you and really find out what makes you tick and what's important to you then we figure out a roadmap to get there using the latest financial tools. Most the time it's not about the money but it's about what that money represents to you and your family’s financial security. This doesn’t just mean looking for maximum but making the most of tax efficient savings and income while also preserving your assets so that they don’t fall foul into the wrong hands such inheritance tax bills, being swallowed up in care fees or your estate not going to the people you want it to. When not working I like to get away from it all by hiking the hills and socialising with friends and family.
Offers available through VouchedFor
Contact Sharad through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sharad's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions with different companies consolidation so all in the same place
How has Sharad Champaneria helped you?
Moved all my pensions to one place to make the most from them
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Sharad
Great help and advice, to help me achieve my goals. Very happy with the service provided.
Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted some professional advice to help me make more informed decisions about my finances and future planning.
How has Sharad Champaneria helped you?
Sharad provided a clear and insightful overview of my options, explaining everything in a straightforward and approachable manner. It was a very helpful initial consultation.
Have you seen the outcome you were hoping for?
While it was just an initial consultation, I now feel much more informed and confident about my next steps.
What could they have done better?
I was very happy with the service so far—there’s nothing specific I would suggest improving at this stage.
Review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for support with my financial future planning and to make the best use of my capital to plan for the future.
How has Sharad Champaneria helped you?
Sharad is professional and personable. Making every effort to understand my needs, and then explain the reason for the solution/products he recommends.
Have you seen the outcome you were hoping for?
Too early to tell. So, far the markets/products haven't yet been as favourable as we would like. (The long game...)
What could they have done better?
Nothing specific. Still waiting to see the performance of the products.
Review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement
How has Sharad Champaneria helped you?
Explained options and helpful information Has set up and advised on moving pensions into one account
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing all advice was very good
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