Your All-In-One Wealth Manager

Your All-In-One Wealth Manager

It wouldn't be wrong to say managing your wealth is a tricky task. Tax mitigation, investment management, retirement planning and financial protection - these are all challenges in their own right. That's why you need a trusted partner who can handle all this on your behalf. FinsBridge is that one stop solution, that all-in-one holistic wealth adviser which can make your life better and financially stable.

Bridging the Gap Between You and Your Financial Stability

Bridging the Gap Between You and Your Financial Stability

Financial planning is that one thing that we know you or anyone cannot escape from. The mere fear of not having a stable financial plan for the future is enough to make all of us feel worried through and through. And that’s exactly what Finsbridge is here for. With plans especially tailored for you, Finsbridge focuses on safeguarding your future by providing smart investment solutions.

Providing Financial Freedom for Your Life Goals

Providing Financial Freedom for Your Life Goals

Life goals are important as they allow us to have a sense of accomplishment when achieved. The problem with life goals is that at times, they come with a price or rather, money plays an important part; be it going for dream vacations or buying a house and what not. With Finsbridge’s financial planning and wealth management, you can not only achieve your life goals but also, live a fulfilled life.

Making Financially Informed Decisions

Making Financially Informed Decisions

In today’s era, it’s important to make informed financial decisions. With a lot going on in the world and plenty of misinformation around, it’s necessary to have a truly independent financial adviser who you can trust and can provide bespoke financial services which are made for you.

Uncover Opportunities through Responsible ESG Style Investing

Uncover Opportunities through Responsible ESG Style Investing

Many believe that acting conscientiously and investing responsibly are critical to the long-term success of our society and environment as a whole. At FinsBridge, sustainability and consideration of Environmental, Social and Governance ("ESG") factors lie at the heart of our business. Our expert advisers carefully research this constantly evolving marketplace to invest in solutions that provide robust returns whilst firmly adhering to ESG principles that matter to you.

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Financial planning Process

Our core service combines financial planning, investment management and tax mitigation into a single seamless offering which we call “successful lifetime investment” – click the diagram for more details.

Tax Mitigation

Investment Management

Financial Planning

Tax Mitigation

A key factor in your financial planning is tax. Tax legislation can be complicated, but tax planning doesn't have to be. We will guide you through the process, ensuring you understandin and make the most of our process.

Tailored financial planning, Reimagined for the digital age

Welcome to FinsBridge Financial Planning. We are an Independent Financial Adviser (IFA) and wealth manager, providing a full range of financial planning services.

We don’t focus on selling products or earning commission. We put our clients’ needs first every time. Clear, honest and open financial planning – the way it should be.

With presence in London, and the home countries we have clients across the UK digitally. At FinsBridge, we bring a fresh perspective and innovative approach to wealth management and financial advice.

Our team of fully independent financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice.

We help our clients take control of their money, grow their wealth, protect their lifestyle and plan for a secure, exciting future.

Meet the Team

Rohit Rohela

Founder - FinsBridge Financial Planning


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Toni-Michelle McCulloch

Head of Operations & Client Service


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Lavika Sharma

Independent Mortgage Adviser


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Our Values

To live and breathe our guiding Principles, putting our clients first in everything we do.

Integrity
Integrity
Always Honest and Ethical

Honest and ethical, including managing client expectations fairly and being transparent.

Education
Education
Imparting knowledge to empower

Delivering continuous Education to empower informed decision making.

Value
Value
Delivering great quality at a fair price

We will operate efficiently and with client’s interest at the forefront, this means adding value and remaining competitive.

Innovation
Innovation
Leveraging Technology to enhance customer experience

We will embrace new way of thinking and new technologies, we will always strive to improve for the benefit of our clients.

Independence
Independence
Seeking the best for our Clients, without fear or favour

Researching the whole of market to select the best solutions for our client’s needs, without fear or favour.

Personal
Personal
Advice as unique as you

Provide a high level of service, delivering ongoing advice tailored for you, keeping you informed of relevant developments.

Compliant
Compliant
Proactive compliance for best client outcomes

Take a proactive approach to embracing our regulatory obligations in recognition this ultimately benefits and protects our clients.

What sets us apart from the rest

A Solution that fits your Needs
A Solution that fits your Needs

Bespoke your service and only pay for what you need to achieve your goals.

Value For Money
Value For Money

By harnessing data from independent research, we select the best solutions at the lowest possible cost meaning you pay much less than comparable services.

Access Your Investments 24/7
Access Your Investments 24/7

View and manage your investments any time, any place, using any device with our client portal – keeping you in total control.

Advice Your Way

Say goodbye to mundane meetings and bulky paperwork – we use technology to deliver advice as you want it phone & virtual online meetings

Phone Consultation
Phone Consultation
Digital Meeting
Digital Meeting

Did you know… people who use a financial planner enjoy a significantly higher income in retirement

A recent survey found that on average, people want 47% of their final working salary as a retirement income. The survey also found that properly planning for retirement and setting a retirement income goal is really important. Those who hadn’t set themselves an income target ended up with an average of £17,500 a year to live on. However, those who use a financial planner saw average income in retirement increase to £20,800. Those who had set a income target and used a financial planner enjoyed an average income of £26,000 a year – a 49% increase compared to those that did neither.

source: ‘Retirement Income Uncovered’ by Old Mutual Wealth 2014. Survey by YouGov of 1,536 UK adults aged between the ages of 50 and 75

"I can't change the direction of the wind, but I can adjust my sails to always reach my destination"

-Jimmy Dean


Take Control of your finances

Whether you have questions, feedback, or just want to say hello, we're here to listen!

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What Our Clients Say about us

Reviews and Ratings for Financial adviser Rohit Rohela, Dartford

Life Goal No 25:

Climb a Mountain

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Head Office Details

Registered Office

FinsBridge Financial Planning
Warnford Court
29, Throgmorton Street
London
EC2N 2AT

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