Investment and Wealth Management
Core ServiceSevenaar is an independent financial adviser and provides investment and wealth management advice using our bespoke portfolio management services. We advise and make recommendations for you after we have assessed your needs. Our recommendation is based on a comprehensive and fair analysis of the market.
We manage your investments using industry standard financial methodologies and practices. Our clients get value and benefit from sophisticated investment expertise.
Professional Approach to Financial Planning
Advice is as unique as the individual
Planning for Beginners
A helping hand when you are just starting out
Planning for Future Income
Structure your investments to generate income
Planning for Retirement
Make your investments contribute in retirement
The Client Experience
Unique Circumstances
Each client has unique needs and priorities and the advice involves thoroughly understanding this aspect of planning exercise as much as possible to build a unique portfolio.
Independent Research
Using industry standard research helps to position your portfolio for the future.
Transparent Fees
Fees are transparent and fully disclosed upfront. Sevenaar does not charge any minimums.
Secure Communication
Clients benefit from access to personal client portal for securely communicating with their adviser.
Why Clients Choose Sevenaar
Uncomplicated Advice
Advice and Recommendations without complexities
Ease of Communication
Direct contact with your adviser at all times
Availability
Available to help and serve clients who are not local
Insights
Guide to Retirement Income Planning: Strategies & Tips
Approaching retirement can be both exciting and daunting. It marks a new chapter in life where financial stability and security become paramount. Crafting a robust retirement income plan is essential for ensuring a comfortable and fulfilling retirement.
Bhushan Malik, CFA, Chartered MCSI
21-Mar-2024 | 10m read Read more
Inheritance Tax Planning
Inheritance Tax (IT) is a tax that you pay on your estate that you pass to your beneficiaries upon death.
Bhushan Malik, CFA, Chartered MCSI
15-Nov-2022 | 8m read Read more
Lifetime ISA
A Lifetime ISA helps your investments grow tax free and with no tax liability on income and gains, it is certainly an option to consider when looking to buy your first home.
Bhushan Malik, CFA, Chartered MCSI
15-Aug-2022 | 5m read Read more
Income Investing
Having decent level of savings is important for your future and your loved ones. However, with low interest savings rates, investing is a better option to generate a level of income can not only support your current lifestyle but also build on top of your savings.
Bhushan Malik, CFA, Chartered MCSI
01-Jan-2022 | 7m read Read moreWhat our clients say about us
Excellent Service
All the queries handled professionally. Pleased with the overall service.
- Mr. S (Information Technology)
Good returns, excellent customer service
Investing made simple. Had a great introduction to the service from Mr Bhushan Malik. Answered all my questions and explained everything very clearly. I would certainly recommend sevenaar to family and friends.
- Mr. A (Doctor)
Thorough information
Took great care in explaining to me as clearly as possible every detail about my investments, an area that I'm not familiar with.
- Ms. E (Author)
Very helpful and responsive
I appreciate how comprehensive and considered the onboarding process was. I feel able to ask questions and seek advice, and have found the service very helpful to date.
- Ms. R (Senior Analyst)
Start the conversation
- Investment Planning
- Managing of Investments
- Independent Investment Advice
- Tax Planning
- Reduce and Hedge Risks
Your free initial consultation
If you would like to understand how Sevenaar can help you in managing your finances and how you can benefit from your services, book a call back and an adviser will be in touch. The free initial consultation offers you an opportunity to ask questions to your adviser and would help you to better understand services and commitments as your adviser before you arrive at any decisions.
No advice is given during the free initial consultation.
57% of retail investors say they have a fair opportunity to profit by investing in capital markets.
81% of retail investors with an adviser say they have a fair opportunity to profit by investing in capital markets.
Source: CFA Institute