A distinguished financial planning Practice dedicated to the intelligent stewardship of wealth.
Led by Bhushan Malik, CFA, Chartered FCSI, he brings a rare combination of institutional-grade analytical rigour and personalised client care to the UK market. He specialises exclusively in Retirement and Investment Planning, partnering with discerning individuals, business owners and families who demand a sophisticated, evidence-based approach to their finances.
Whether you are navigating the complexities of planning for a tax-efficient retirement, or seeking to preserve capital, Sevenaar provides the technical expertise and strategic foresight necessary to secure your financial future with confidence.
ApproachWe can all imagine the future we want for ourselves and for our family. All the advice I give, and the wide range of services I offer, from retirement planning to passing your money on, is focused on one goal. Helping you to achieve that future, and live life the way that you want. Whether I support you in the complex area of corporate planning, or with pension advice or estate planning, I want you to feel confident and in control of your finances.
You can find St. James's Place fund fact sheets, key fund information and performance data here.
For full details of the range of products and services that are available to you, view our 'Wheel of Services'.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.