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ALL RIGHTS RESERVED.
Website created by One Care iT Limited
corporate tax planning,
Business Succession Planning.
For Private Clients:
Investing for Growth & Income
Inheritance Tax Planning
Trust & Estate Planning*
School Fees Planning
About Kamal Dhaliwal
My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients working in the city of London.
I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.
I have been working in the financial services industry for over 23 years and have the knowledge and experience that you need to be confident that you are in safe hands.
My expertise covers the broad spectrum of financial planning and will help you and your business to:
- Grow wealth, specifically through our distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such, St. James’s Place regularly publish a range of newsletters exclusively for clients, including a weekly Market Bulletin and quarterly magazine, The Investor.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected, and may fall as well as rise. You may get back less than the amount invested.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
*Trusts are not regulated by the Financial Conduct Authority.