Starck Uberoi Wealth is a firm of independent financial advisers specializing in comprehensive financial planning, mortgage brokerage, and protection services. Their unique joint venture with Starck Uberoi Solicitors enables them to offer integrated legal and financial solutions, including conveyancing and inheritance tax planning, all from a single provider.
The firm prides itself on building long-lasting, trusting relationships with clients, offering unbiased advice tailored to individual needs. They serve a diverse clientele, including first-time homebuyers, property investors, retirees, and businesses, using modern cash flow forecasting and a holistic approach to financial security. Their experienced team provides ongoing support and plan reviews to adapt to clients’ changing circumstances.
Services Offered
- Mortgage Brokerage (Residential, Buy-to-Let, Commercial, Later Life, Personal and Ltd Co. Mortgages)
- Conveyancing
- Financial Planning and Retirement Planning
- Tax Efficient Investing (ISA’s, Investment Trusts, Investment Bonds, EIS, VCT’s)
- Lifetime Lending and Equity Release
- Pensions (Personal Pensions, SIPPs, Employer Defined Benefit Scheme Assessment, Annuities, Income Drawdown)
- Workplace Pensions (Auto Enrolment for Business Clients)
- Protection and Insurance (Life Insurance, Income Protection, Critical Illness Cover, Business Protection)
- Wills and Trusts
- Cryptocurrency Investment Information
- Inheritance Tax Solutions
Based in Brentford, London, the firm primarily serves clients across the UK and offers services in English. Their integrated approach and strong client relationships have established them a reputation for efficiency and personalized care in financial and property-related advisory services.
