Can I help you achieve your magic number?
Hello! I'm Karishma,
a financial planner at Mansion House Financial Planning who helps clients achieve financial independence and the lifestyle they desire. I do this by evaluating each client's unique position and assessing any gaps.
On this page you will find more details about me, what I offer, and how I can help you achieve your future goals and put together a financial plan, tailored to your personal needs and circumstances.
LEARN MORE ABOUT ME
Trusted Lifestyle Financial Planner
I have been in the industry for over 5 years, helping individuals and businesses better plan and manage their financial futures. My passion lies in working closely with people to identify and remove the obstacles holding them back from financial freedom. Get in touch today to see what I can do for you.
How I Can Help You
Finances, family, work, leisure… The reality is, most people struggle to strike a balance and juggle everything perfectly. Sometimes you might find yourself a bit lost in the complexity of financial planning and the tax structure – not knowing where to start.
You might understand your goals and where you would like to be, and may even be progressing towards your milestones already – however, have you considered the impact of unplanned events? Have you factored in a potential market crash? Or how inflation might be eroding your savings?
You are working hard today to be able to be financially independent tomorrow – but the key is to start planning now to ensure you have your future secure. I am here to support you with this and take one element of your hectic life away - leaving you with more time to do the things you enjoy.
Some of things I will review and can help with are: investment and retirement planning, tax planning and many more.
I often hear my clients say “I wish I came to you a few years ago”. Let that not be you and book your no obligation consultation today!
I can help you with everything above and more
HOW I WORK WITH YOU
NO OBLIGATION PERSONAL CONSULTATION
I offer a no obligation initial consultation, to ensure you are comfortable and have a full understanding before making any financial decision and coming on board as a client. This meeting is also for us to explore and understand you better, to see if and where I can help you - making sure we are the right fit to work together for long term.
There is no obligation after your consultation. If nothing else, I hope you will walk away better informed and prepared to plan a better financial future, whether you choose to come onboard as a client or not.
30 Lombard Street, London, EC3V 9BQ