Rohit Rohela

Finsbridge Financial Planning are holistic independent financial advisers, providing a full range of financial planning services to private clients, businesses and trusts. It is all about YOU! Your Goals, Your Lifestyle, Your Bloodline Protection and Your Security - this is what we ensure! Our services include: - Goal Based Lifetime Cashlow Modelling to achieve desired lifestyle - Bespoke Portfolio Construction designed to meet the identified goals - Financial planning for business owners including exit optimisation and strategy - Estate Planning for Bloodline Protection of Assets against divorce, bankruptcy and inheritance tax - Tax Planning and Strategy to minimise tax on income and capital gains - Contingency Planning and Protection Advice for Life, Critical Illness and loss of income. - Mortgage Advice including later life/equity release. We work on a Fiduciary basis for our clients - offering clear, honest and values based financial planning – the way it should be. We help our clients take control of their money, grow their wealth, protect their lifestyle and plan for a secure, exciting future. Our investment management philosophy is evidence based and creates a bespoke strategy using the best of breed solutions for our clients. We bring a fresh perspective and innovative approach to wealth management and financial advice. Contact us today for a NO OBLIGATION complimentary initial chat.