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Business Profile


8 Financial Planning

The Hangar
Hadley Park East

Contact Info


Rikesh Bhatt

Job Title

Financial Planner


01952 442088





FCA Regulated, Independent Financial Planners that work exclusively with business owners and those approaching retirement.

We take an alternative approach compared to most Financial Advisers in the way I work. We do not focus on selling financial products – they are just tools in the bag that might or might not be needed as part of your advice. Instead, our advice focusses on developing and putting in place a ‘Financial Plan.’ This helps clients answer questions like:

-When can I retire?
-How much can I spend without running out of income?
-Are my current arrangements set up in the most effective way?
-What do I need to do now in order to reach my ideal future?

We believe that working in this way will have a huge impact on the quality of your life and improve your financial confidence.

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