Independent Financial Advice Tailored to You

Who we are

Starck Uberoi Wealth is a firm of independent financial advisers who can help you safeguard your long-term financial future through our unbiased financial advice, mortgage and protection services.

We pride ourselves on the close relationships we build with each and every client. It’s because of this approach that we can provide detailed financial advice that’s tailored to your own, specific, requirements.

Our joint venture with Starck Uberoi Solicitors enables us to incorporate conveyancing, legal and mortgage services all under one roof. Our financial advisers can also provide expert inheritance tax solutions in conjunction with Starck Uberoi Solicitors’ private client team.

What we do

At Starck Uberoi Wealth we pride ourselves on giving each and every client the same high level of care and attention. Whether you come to us for simple mortgage advice or a comprehensive financial plan, you’ll always receive personalised advice that’s tailored to your needs.

But we do more than simply advise you on the most appropriate products. We like to form long-lasting, trusting relationships with our clients and are dedicated to providing a bespoke service which will continue to benefit you long into the future.

Mortgages

Residential, Personal and Ltd Co. Buy-to-Let, Commercial

Financial Planning

using modern ‘cash flow’ forecasting

Tax Efficient Investing

ISA’s, Investment Trusts, Investment Bonds, EIS and VCT’s

Lifetime Lending

including Equity Release, and pensions

Wills & Trusts

make sure you and your family have peace of mind in case anything should happen

Retirement Planning

Personal Pensions, SIPPs, Employer Defined Benefit Scheme assessment, Annuities (Guaranteed Lifetime Income), and Income Drawdown

Workplace Pensions

(Auto Enrolment) for our business clients

Cryptocurrency Information

Learn more about investing in cryptocurrencies such as Bitcoin

Protection and insurance

life insurance and assurance, income protection, critical illness cover, business protection

Think carefully before securing other debts against your home. Your home or property may be repossessed if you do not keep up repayments on your mortgage.

Mortgages

When it comes to finding a mortgage, there are so many options out there that it can be overwhelming. That’s why it’s so important to receive unbiased advice from an experienced broker that presents you with the most appropriate options available.

Our team of independent mortgage advisers show you options from across the market. We’re not obliged to show you deals from any particular lenders, meaning our recommendations are made with your best interests in mind.

We can offer in-depth advice on residential, buy-to-let, commercial, later life mortgages and much more. Once you’ve chosen the type of mortgage that’s most suitable for you, we’ll guide you through the entire process to help ensure your mortgage goes through seamlessly.

Financial Planning

In such turbulent times, it’s more important than ever to plan for your future.

Whether you’re thinking of investing for the first time, expanding your current portfolio or planning your retirement, we can structure a bespoke plan that’s tailored to your needs.

Once we’ve put your plan together, we’ll always be on hand to help you stay on track. We can review your plan with you as required to account for and react to any significant life changes.

The value of your investment can go down as well as up and you may not get back the full amount invested.

Protection

How would your family cope if you were to suddenly pass away? What would you do if you became unable to work due to illness or injury? Neither of these are questions we like to think about, but it is important to know what to do should the worst happen.

Unfortunately, long-term financial commitments such as a mortgage or loan won’t simply go away if you find yourself unable to take care of them.

That’s why arranging a financial protection plan not only protects yourself; it protects your loved ones, too.