Dharmist Bathia Fortis Private Wealth
Working with you to get to grips with your personal finances, your retirement savings, and looking after your family over the long term.
You may be seeking reassurance over your future and your family's future, understanding the complexities of pension planning, and making use of your savings and investments. Common issues I can advise clients on are:
Retirement planning (Can I afford to retire?)
Understanding pensions
Passing wealth on to my family
Life cover and income protection
Investing for the long term
Together we can work towards meeting your current and future financial goals. Planning can include pensions advice (including SIPP and SSAS), structuring investments for tax efficiency (using ISAs, Bonds, etc.), and providing life cover, critical illness, and income protection to assist you if the worst should happen.
By making considered use of your tax allowances and exemptions we can structure your wealth to meet your needs, both now and in the future. In working with Fortis Private Wealth you will have access to one of the UK's leading Investment Management Firms, which is exclusive to Partners of St. James's Place.
The value of an investment with St. James's Place may fall as well as rise. You may get back less than the amount invested.
Taxation rules can change at any time and are dependent on individual circumstances.
Fortis Private Wealth Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
HOW LONG HAVE YOU BEEN IN BNI OLYMPUS?
Since November 2021
WHY DID YOU JOIN?
To grow my business and connections in the local business community, as well as adding value to my clients by having a reliable network of contacts to call upon to help solve any problems where they may need additional support outside of financial planning.
WHAT HAS IT MEANT TO YOU?
IMy business continues to grow, and I have developed an excellent network of contacts in a variety of industries who I can call on for support, advice, and guidance both in respect of my business and in supporting my clients where appropriate.
WHICH TRADE OR PROFESSION WOULD YOU LIKE TO SEE JOIN OLYMPUS, AND WHY?
Family law, corporate finance, and bookkeeping. Each of these services are closely aligned to my area of expertise and would likely be of value to many of my clients.