Takunda Sando

Chartered Financial Adviser

  • Chartered
  • FCA Regulated
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QUICK STATS

  •
    Certifications Chartered MCSI
  • Awards VouchedFor – Top Rated Adviser
  • Awards FT Adviser – Top 100 Financial Advisers – 2024
  • Certifications FCA Authorised and Regulated Adviser

    • Takunda Sando’s QUALIFICATIONS

    Advanced Qualification

    • CISI – Level 6 Certificate in Private Client Investment Advice & Management
      View certificate

    MY MISSION

    “Together we will define your goals in the short and long term and create a bespoke plan to meet them.”

  •
    0208 166 8476 Call me
  • Beckenham See on map
  • takunda.s@email.co.uk Email me

    • Profile

    About Me

    I’m a friendly, supportive and professional financial planner dedicated to helping you make sensible decisions for your requirements.

    Chartered wealth manager specialising in but not limited to:

    • Pensions (including releasing tax-free cash)
    • Investments
    • Life and General Insurance
      Trusts
    • Tax mitigation (Inheritance/Income/Capital Gains/Dividends)
    • On-shore and off-shore bonds & investments

    Chartered qualified wealth manager that can help in all areas of financial planning and wealth management.

    I can assess your current circumstances and objectives then develop bespoke solutions, that are kept under constant review, to help you meet your long term objectives in the most financially efficient manner.

    I will also liaise with other professionals including accountants, solicitors, mortgage advisers, bespoke financing companies and will writers to help form well rounded solutions that help you and your family get your finances in order and achieve your financial goals.

    Advice and Services

    •
      Investments and Savings Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.
    • Pensions Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one.
    • Retirement income (annuities, drawdown) Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
    • Inheritance Planning Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.
    • Insurance and Protection Get help to understand the best level of life cover, critical illness cover and income protection for you.

    Why Connect with Regulated Financial Advisers Through Quadvice?

    • 1
      We are all about quality It’s in our name and everything we do.
    • 2
      We have integrity We connect you to advisers that are regulated by the UK’s Financial Conduct Authority (FCA).
    • 3
      We give back After each consultation, you get a voucher and/or a charitable donation on your behalf.
    • 4
      We put you first Your financial well-being is our number one priority. We connect you to regulated advisers that offer strategies personalised to you, your goals, and your challenges.

    Success Stories

    • Takunda was very patient and articulate when explaining the various options and investment vehicles available that I might consider for investing these funds. He carefully explained how each worked and the level of risk involved.

      Verified Client in London
    • Takunda Sando provided clear and actionable guidance which helped simplify complex considerations and he offered solutions tailored to our specific needs. His support made the process much more manageable and less stressful.
      Verified Client in Sussex
    • Takunda Sando evaluated our pensions and gave us various options based on our requirements. He has been clear in his explanations and ensured that we have been happy with our choices. He is very helpful, attentive and professional and a nice person to deal with.
      Verified Client in Kent
    • Takunda was very diligent understood our need and presented some options and made a recommendation based on our circumstances.
      Verified Client in Surrey
    • He was absolutely outstanding. He explained things so well and very simply so that I could understand. He was very kind and patient with me as I had a lot of questions! He made it feel so much easier and now I feel confident about what I am doing with my pension.
      Verified client in Kent