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Based in West-Wickham
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FCA Regulated
Last checked: 24 February 2025
Takunda and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
41
Recent Client Reviews
Verified reviews: 100%
Takunda has received 41 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 28 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Checks carried out by VouchedFor
FCA Regulated
Last checked: 24 February 2025
Takunda and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
41
Recent Client Reviews
Verified reviews: 100%
Takunda has received 41 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 28 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
8
Qualifications Uploaded
8 qualification certificates available to view
Takunda has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Takunda has not yet added their fees to their profile
Chartered wealth manager specialising in but not limited to: • Pensions (including releasing tax-free cash) • Investments • Life and General Insurance • Trusts • Tax mitigation (Inheritance/Income/Capital Gains/Dividends) • On-shore and off-shore bonds & investments Chartered qualified wealth manager that can help in all areas of financial planning and wealth management. I can assess your current circumstances and objectives then develop bespoke solutions, that are kept under constant review, to help you meet your long term objectives in the most financially efficient manner. I will also liaise with other professionals including accountants, solicitors, mortgage advisers, bespoke financing companies and will writers to help form well rounded solutions that help you and your family get your finances in order and achieve your financial goals. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 23 January 2023.
£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 Takunda's clients
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