0208 166 7217
Based in Walton-on-Thames
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 03 March 2025
Ketan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ketan's status
24
Recent Client Reviews
Verified reviews: 100%
Ketan has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 29 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
3 qualification certificates available to view
Ketan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ketan has provided information on their typical fees
Ketan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
56
Positive First Impressions
88% of users who are not yet clients had a positive first experience with Ketan
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Ketan (based on 56 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 03 March 2025
Ketan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ketan's status
24
Recent Client Reviews
Verified reviews: 100%
Ketan has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 29 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
3 qualification certificates available to view
Ketan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ketan has provided information on their typical fees
Ketan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
56
Positive First Impressions
88% of users who are not yet clients had a positive first experience with Ketan
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Ketan (based on 56 first impressions)
I am a Qualified Independent Financial Adviser with over 16 years experience as an adviser and based in Surrey and currently working from home. I offer full advice in; Pension Planning including Reviews of existing Pensions Pre and Post retirement planning Investments including Stocks and Shares ISA's Life Cover, Mortgage Protection Inheritance Tax/Estate Planning Using my depth of knowledge and expertise my aim is to work with clients to achieve their objectives within their finances and appetite for risk.
Offers available through VouchedFor
Contact Ketan 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 Ketan's clients
Based on responses provided by clients who have reviewed this adviser
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Ketan Shah is an appointed representative of Gallagher which is authorised and regulated by the Financial Services Authority.