Independent Financial Adviser
More information

Qualifications

DipPFS
MAQ
Certs CII (MP & ER)

Location

Based in: 
Leicester
Covers: 
Leicestershire
Nottinghamshire
Derbyshire

Ajay Naik

About me

An innovative yet risk-managed approach to financial planning and wealth creation is what you can expect from me, as well as the highest levels of professionalism coupled with a personalised approach.  Honesty, integrity, humility and reliability are my core values, as I will work hard to earn your trust with a view to building a long-term relationship with you.

Investments, pensions, insurance, mortgages, etc… these are simply tools in an IFA’s kitbag.  What is more important, is taking a holistic approach to your financial planning: where are you now, and where do you want to be?  It is this genuinely client-centric approach that differentiates me.

As well as working with individuals and families, I specialise in working with business owners in helping them to build their wealth through building their businesses, and have contributed to the success of many organisations across the UK.

As an IFA, I have additional qualifications in trusts, pensions, equity release and long term care and am authorised to conduct occupational pension transfers (including final salary schemes).