0117 295 7680
Based in Bristol
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FCA Regulated
Last checked: 20 February 2025
Anil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Verified reviews: 100%
Anil has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 15 February 2025
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.
4
Qualifications Uploaded
4 qualification certificates available to view
Anil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Anil has provided information on their typical fees
Anil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Anil
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Anil (based on 11 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 20 February 2025
Anil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Verified reviews: 100%
Anil has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 15 February 2025
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.
4
Qualifications Uploaded
4 qualification certificates available to view
Anil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Anil has provided information on their typical fees
Anil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Anil
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Anil (based on 11 first impressions)
I provide impartial advice to professionals, managing directors, families, trustees and retired clients. By taking the time to understand what people want to get out of life and through detailed planning, I can show them if they are on track and how to remain so. This may involve reviewing their wealth creation strategy and providing tailored recommendations to suit their objectives. Helping them to achieve their goals sooner. Clients can expect to benefit from increased tax efficiency, greater financial independence and peace of mind, inevitably giving them an optimised lifestyle and reducing their concerns. I advise on wealth management, retirement planning, business exit strategies, tax & cashflow planning, mortgages and protection. I am a Chartered Associate of the London Institute of Banking and Finance.
Offers available through VouchedFor
Contact Anil 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 Anil's clients
Based on responses provided by clients who have reviewed this adviser
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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
Whilst I believe this advert truly reflects the services offered please understand I often refer specialised queries to other advisers within the network of contacts. Anil Badhan is an Independent Financial Advisor and the Managing Director of Assured Wealth Management Limited (Registered Company Number 11855867 for England and Wales). Assured Wealth Management Limited is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Assured Wealth Management Limited's Registered Head Office is Regus, Castlemead, Lower Castle St, Castlemead, Bristol, BS1 3AG. Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future. Non-investment protection contracts: We offer non-investment protection products (e.g. term assurance, income protection, critical illness). Mortgages: After we assess your needs, we will advise and make a recommendation. Please remember that your home or property may be repossessed if you do not keep up repayments on your mortgage. Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration. The guidance and/or advice contained within the website are subject to the UK regulatory regime and are, therefore, primarily targeted at customers in the UK.