Karan Chandreja

I have been within the financial services industry since 2008, with an extensive background in Wealth Management, serving clients in London & the home counties. During this time, I have developed in-depth knowledge and experience within many challenging areas of financial planning. I have particularly specialised in Retirement Planning & Inheritance Tax Planning and Trusts* with a key focus on minimising taxes for my clients pre/post Retirement and achieve their goals and aspirations. Having achieved the highest level of professional financial advice status, ‘Chartered Financial Planner & Fellow of Personal Finance Society’, I hope this will give my clients confidence that my knowledge is up to date with the ever changing Financial Service landscape, that I understand how important my role as an adviser is and that I take the responsibility that comes with it extremely seriously. I am incredibly passionate about my work and the role it plays within the lives of my clients. As every client’s situation is unique, it is important to acquire a comprehensive understanding of how our services may benefit your individual financial plans. Please contact me for a no obligation consultation to discuss your individual requirements. Outside of my working life, I love playing squash, snooker and badminton. I live in the Langley area of Berkshire with my wife Jas and my two sons Ronak and Gian. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx