ABOUT US

WEALTH MANAGEMENT SERVICES IN LEICESTER

At Bobby Dhanjal Wealth Management, we offer comprehensive financial advice designed to protect and enhance your future prosperity.

We appreciate that your financial situation is unique and provide individually tailored services accordingly. We seek to offer expert financial advice to individuals in widely differing circumstances or life stages. We’re also able to assist businesses in corporate financial planning in increasingly complex areas. Alongside our expert advice, our excellent reputation and links with additional professional bodies, including solicitors and accountants, makes us the holistic wealth management solution.

WE OFFER EXPERT FINANCIAL ADVICE, WHETHER YOU’RE LOOKING TO:

  • Preserve and build capital 
  • Gain financial protection against risk 
  • Reduce inheritance tax liability 
  • Obtain mortgage advice

OUR WEALTH MANAGEMENT SERVICES INCLUDE ASSISTANCE IN:

  • Investments
  • Retirement planning
  • Protecting you and your estate
  • Business strategies
  • Personal cash and borrowings
  • Wheel of services

We also provide access to an integrated suite of banking services, with current, savings and borrowing accounts through the telephone or internet.