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

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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.
Arpit Shah

30 Lombard Street, London, EC3V 9BQ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
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 questions even at weekends and evenings. He is especially thorough and professional in explaining in simple terms the options available and why certain plans would be more relevant and suitable than others. On occasion, Arpit has also brought in specialists from his team to help advise on more general financial plans. In the two years of knowing Arpit, we feel much more confident about our finances and look forward to future meetings. I would have no hesitation in recommending Arpit to those that want a better understanding and control of their finances.
Neal Parmar
I have worked with Arpit now for some time to assess my financial direction. I rely on this judgement and advice in various aspects of my finances and have found his advice and ability to go the extra mile invaluable. I would recommend Arpit's services for those looking for the same type of advice.
Property Management | Loughton
Arpit has been advising me for a few years now and always gives the best advice for me. Now I am retired his focus is my future, making sure I can do the things I want to. Very friendly service. I can always contact him if I have a question. I would highly recommend him to anyone. He is doing all he can to help me have a happy retirement.
Gill West | Retired, Grays
Arpit is upfront, approachable and makes me feel comfortable in discussing my finances and future plans. He is professional yet amicable in his approach.
Programme Management | London

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.
Arpit Shah
White Lotus Wealth Ltd
07984 414766