An Associate Partner Practice of St. James's Place Wealth Management
whitelotuswealth.svg

Arpit Shah

Chartered MCSI
I aim to help my clients accumulate, utilise and preserve their wealth at various stages of their lifecycles.

About

White Lotus Wealth was established in 2016, when Director Arpit Shah accepted an invitation to join St. James's Place Wealth Management. Prior to this, the practice was operating as an IFA and advising with various banks.

We are happy to arrange a meeting in either of our London offices. Equally we are happy to travel to your office or home at your convenience.

Based in Ilford, I provide wealth management advice to clients both within London, and more widely throughout the south east of England.

Prior to joining the financial services industry, I graduated with a degree in Mathematics from University College London. I left university and began my first role in financial services working for HBOS as a Financial Advisor. My career grew when I worked for Royal Bank of Scotland and Citi Bank. I helped many clients who needed help with either their personal or business financial planning. As a consequence, I have now established many working relationships with individuals and businesses.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service. In addition to the industry requirements I successfully completed the Private Client Investment Advice & Management qualification. I hold the Chartered MCSI status and a Statement of Professional Standing by the Chartered Institute for Securities & Investment.

Outside of my business, I spend most of my time with my wife and twin boys.

Promotions

Item 1 of 3

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
More

Testimonials

Item 1 of 4
Arpit has been providing financial advice to my family since 2018. We maintain regular contact during the year through calls and face to face meetings to provide an update on performance and review ongoing financial plans. Arpit is very responsive and has been happy to get back quickly to my questio...
Neal Parmar

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

SJPWM-Crop-Blue.svg

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.

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.

White Lotus Wealth Ltd is registered in England and Wales, Number 09429224. Registered Office: 30 Lombard Street, London, EC3V 9BQ.