Ajay Bhaskaran
DipPFS Cert CII (MP), BA (Hons)
Everything I do is because I believe in the importance of lifestyle financial planning for you and your family, now and in the future. With a clear and present state of mind, by having emotionally engaging and empowering conversations with you, I will be able to listen and have an understanding of what you truly want from life. Allowing me to help you identify, achieve and maintain the lifestyle you desire.
About
Everything I do is because I believe in the importance of lifestyle financial planning for you and your family, now and in the future. Based in the heart of London, I offer a dedicated personal wealth management service with individually tailored solutions.
Having worked within the financial industry for over 13 years, my expertise and knowledge, developed over many years, enables me to help you, both individually and in business.
I understand that my clients are the most important part of my business and that a personalised service is essential when matching needs with the right solutions. Whether your goals involve growing your wealth, planning for retirement, or minimising tax liabilities, I want to help you make the best decisions with your money.
By building long lasting trusted relationships and providing an excellent service, my clients typically tell me they feel reassured that their savings are in good hands. By exceeding their expectations, I hope to look after them for the long-term, and to fulfill their aims and aspirations, as well as offering peace of mind regarding their future prosperity.
My ability to connect in a human way and relate to my clients is what they value the most. Establishing a deep understanding and connection with my clients is essential in order to truly have an open conversation. With a clear and present state of mind, my clients and I naturally build trust and rapport. Having emotionally engaging and empowering conversations with you, I will be able to listen and understand what you truly want from life. By truly being present in our meetings, I am able to focus on my you rather than selling products. This allows me to recommend the most suitable solutions to build your legacy and protect what is important to you.
In line with my professional background, I have focused on maintaining and developing my knowledge to ensure my clients are provided with a holistic approach to their solutions. Outside of my business, I am a keen sports enthusiast and love to play badminton. I also love to travel and try different cuisines from around the world.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 04/03/2023
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
