Devonshire House
582 Honeypot Lane
Stanmore
Middlesex
HA7 1JS
Founded in 1995, our objective was to build a company that excelled in providing Independent Financial Consultancy to its clients, and still maintain a personal touch, through the creation of long standing relationships.
As Regulations have changed overtime, we have embraced these changes to ensure that we are able to deliver a service proposal that is flexible both today and for the future.
Kiran Shah, who achieved Certified Financial Planner status in 2007 leads a highly qualified, technically proficient team that enables Lotus to specialise in retirement planning, investments, estate and tax planning. In addition to being a Financial Planner, he is also a Fellow Member of The Institute of Financial Accountants.
Our belief and experience shows that long term relationships are built on open communication, integrity and trust. This can only be achieved by regular contact and ensuring that professional standards are maintained at all times.
We are independent and because of this our fee structure is very flexible and we can offer a payment method to suit all clients.
Lotus Benefit Consultants Limited are authorised and regulated by The Financial Conduct Authority. Registered in England No. 3093707. Registered office: Devonshire House 582 Honeypot Lane Stanmore Middlesex HA7 1JS. The information contained within this website is subject to the UK Regulatory regime and is therefore targeted primarily at consumers based in the UK.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.