Ajay Naik
Independent Financial Advisor @Fairstone Group Ltd
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WORK HISTORY
Independent Financial Advisor @Fairstone Group Ltd
Leicester, GB
An innovative yet risk-managed approach to financial planning and wealth creation is what you can expect from me, as well as the highest levels of professionalism coupled with a personalised approach. Honesty, integrity, humility and reliability are my core values, as I will work hard to earn your trust with a view to building a long-term relationship with you.Investments, pensions, insurance, mortgages, etc… these are simply tools in an IFA’s kitbag. What is more important, is taking a holistic approach to your financial planning: where are you now, and where do you want to be? It is this genuinely client-centric approach that differentiates me.As well as working with individuals and families, I specialise in working with business owners in helping them to build their wealth through building their businesses, and have contributed to the success of many organisations across the UK.As an IFA, I have additional qualifications in trusts, pensions, equity release and long term care and am authorised to conduct occupational pension transfers (including final salary schemes).
EDUCATION
University of Nottingham
Management Studies BA(Hons), Business Management, Marketing, Accounting, Strategy
Tech Music School (London)
Diploma in Popular Music Peformance (Drums), Music Performance, General
ABOUT AJAY NAIK
Are you considering retiring early?How much income are you going to need in retirement to live the life you want or even to maintain your existing lifestyle?Do you worry about paying too much tax?(Inheritance, income…)As a doctor, you perform miracles every day…but the price you pay is not having the time nor expertise to secure your family’s financial wellbeing.But it does not need to be this way…As an Independent Financial Adviser that has specialised in working with doctors across the UK for 20+ years, I can give you the peace of mind of knowing your financial health is well managed.This includes: Making sure your savings/investments are working hard for you Pension, annual and lifetime allowance planning Inheritance Tax Planning Retirement planning Wealth management Protecting you and your familyMany doctors I have met have had bad experiences from dealing with well-known firms.We are different because, being fully Independent, we take pride in what we do and have the experience to meet you at the same level. We deliver what we say we will to a very high standard, proven by our strong track record in working with top medical professionals across the UK.So, if you are serious about securing your financial future.Message me here on LinkedIn or email me using a••••••••@fairstone.co.uk for a 15min chat about your goals and how we can help you achieve them.
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