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Kubera Wealth Limited

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Kubera Wealth Limited

Overview:

hen you reflect on your life's journey, each stage should look like a masterpiece in your personal gallery. Using our WiseWealthTM process we can help you paint each picture, defining your voyage from frame to frame.

Kubera Wealth is a specialist financial advisory firm located in Pinner High Street. We work with a select number of successful private clients and their families, assisting them to plan, protect and preserve their wealth.

Our proprietary WiseWealthTM process will capture your goals and ambitions, even your fears. We then create your personalised financial plan to set you on your path toward achieving what truly matters in your life.

Over the years we have established strategic partnerships and members of legal accountancy, private banking,

and investment management profession. These relationships afford us access to a broad spectrum of solutions - so we can seamlessly coordinate all aspects of your affairs.

The team at Kubera Wealth will put you in the picture. Placing you at the centre of your plan and focusing on building a long-term, collaborative relationship to ensure we meet your needs both now and in the future.

How we can help you to:
Manage your investments
Protect your family and assets
Minimise your tax liabilities
Prepare for your retirement
Protect your estate from tax
Establish and manage Trusts
Set-up a charitable foundation

Our Core Values
By focusing on the detail, our team of specialists will work together to help you to create the perfect work of art.

This collaborative approach is reflected in our core values.

Innovation

We believe in the continued innovation of our advice and services. Investment markets, the economy, products, taxation, technology and client needs all evolve through time. We always aim to be at the forefront, developing our offering to ensure you have access to the very latest opportunities.

Trust

We build enduring, trusted relationships with our clients and professional partners. Only by working in genuine partnership can we bring together the most appropriate solutions to help you achieve your objectives, both now and in the future.

Tradition

We adopt a traditional approach to working with clients. We don't believe one size fits all or that solutions can be predetermined using a ‘tick-box’ approach. We focus on understanding you, your goals and ambitions, then deliver advice customised to your individual needs.

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