Can we help you achieve your magic number?
Hello! I am, Karishma Kaimal.
A financial planner who helps clients achieve the lifestyle they desire and financial independence. I do this by evaluating their current position and seeing if there are 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 in place, 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 break through the obstacles that seem to be holding them back in life. Life's too short to be unhappy, unsure, or unfulfilled. Let me help you learn and plan better ways to handle your finances that are standing in the way of your goals. Get in touch today to see what I can do for you.
HOW WE WORK WITH YOU
YOUR COMPLIMENTARY PERSONAL CONSULTATION
We bear the costs of the initial meeting as a business to ensure you are comfortable and have 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 we can help you - making sure we are the right fit to work together for long term.
There is no obligation after your consultation, if anything you will be better informed and prepared to plan a better financial future whether you choose to go ahead with me or not.
How I Can Help You
Wouldn’t you love to have enough time in the day to be able to manage your finances, spend time with your family, work comfortably and even enjoy some leisure time?
Unfortunately the reality is, it is very hard to strike a balance and juggle it all perfectly, and most people are left with very little time to even get through half of it. Or sometimes you find yourself a bit lost in the complexity of the tax structure and financial planning – not knowing where to start.
You might understand your goals and where you would like to be, and even be saving towards this already, or you might have even achieved your milestones in life – however, have you factored in for unplanned events which will drop a big cost in this plan? what about a market crash that is never planned? And have you thought about how inflation might be eroding your savings?
You are working hard today, to be able to financially independent tomorrow – however you might be feeling a bit lost on when, how and how much you need and what you need to do today, to achieve your goals.
I am here to support you with this and take one element of your hectic life away so you have more time to do the things that you are good at and enjoy.
I can help you with everything above and more
Finding the time vs Essence of planning in time
Everyone is left with the dilemma of finding the time, when time is of the essence in financial planning to ensure you have your future secure.
Don’t worry you are not alone in this, many professionals find themselves in this position – but most of the time a little too late. I often hear my clients say “I wish I came to you a few years ago”.
Let that not be you and book your complimentary consultation today!
30 Lombard Street, London, EC3V 9BQ
Book a time directly in my calendar