Tudor Franklin was established by Richard Meats and Bharat Chudasama, with a vision for a professional financial planning and advice service that can provide clear value to our clients at any stage in their financial life. With over 25 years joint experience advising clients on such matters as investments, pensions, inheritance tax planning and protection, we pride ourselves on being professional and delivering advice in a clear and understandable way.
We have particular focus and experience in advising clients with their potential inheritance tax (IHT) concerns and are affiliate members of STEP (The Society of Trust and Estate Practitioners). STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. By applying our knowledge and experience in this area we are able to advise on how to structure your existing savings, investments and pensions with IHT in mind.
In an industry where many financial advisers work with a restricted number of providers, we believe that there is no one size fits all approach.
We have particular focus and experience in advising clients with their potential inheritance tax (IHT) concerns and are affiliate members of STEP (The Society of Trust and Estate Practitioners). STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. By applying our knowledge and experience in this area we are able to advise on how to structure your existing savings, investments and pensions with IHT in mind.
In an industry where many financial advisers work with a restricted number of providers, we believe that there is no one size fits all approach.
Services
I have been qualified and advising clients since 2004 and have a particular interest in helping families structure their finances in a way to mitigate, or provide for potential inheritance tax issues.
This naturally draws on existing knowledge around advising on savings, investments, pension plans and insurances.
I am an affiliate member of the Society of Estate and Trust Practitioners (STEP) who are a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.
This naturally draws on existing knowledge around advising on savings, investments, pension plans and insurances.
I am an affiliate member of the Society of Estate and Trust Practitioners (STEP) who are a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.
The first step to working with us will be to arrange a preliminary meeting.
We can come to you or we can arrange an appointment in our offices in Anstey near Leicester.
The purpose of the first meeting is to establish whether we are able to help you with your needs and objectives.
After this initial free consultation we will outline our fees to you before any further work is carried out.
Investments can play a significant part in planning towards key milestones in your life, whether they be paying for education costs, future property purchases, additional funds for retirement, providing a legacy for your loved ones or something that's more personal to you.
We can come to you or we can arrange an appointment in our offices in Anstey near Leicester.
The purpose of the first meeting is to establish whether we are able to help you with your needs and objectives.
After this initial free consultation we will outline our fees to you before any further work is carried out.
Investments can play a significant part in planning towards key milestones in your life, whether they be paying for education costs, future property purchases, additional funds for retirement, providing a legacy for your loved ones or something that's more personal to you.
As I neared retirement, I was acutely conscious about my lack of planning for inheritance tax.
I wanted someone knowledgeable to help me through this process.
Bharat captured my existing financial / investment strategy very well and he then went away to investigate several options.
He provided me with regular updates via email, texts and phone calls before he finally narrowed my options to two (very similar) products but having different implications on inheritance tax.
Bharat was very patient and did his best to answer all my questions and then checking back to ensure that I understood it correctly.
I wanted someone knowledgeable to help me through this process.
Bharat captured my existing financial / investment strategy very well and he then went away to investigate several options.
He provided me with regular updates via email, texts and phone calls before he finally narrowed my options to two (very similar) products but having different implications on inheritance tax.
Bharat was very patient and did his best to answer all my questions and then checking back to ensure that I understood it correctly.
We're based in Anstey, just outside the city of Leicester, and predominantly advise throughout the Midlands counties.
We genuinely believe we can help and we would love to hear from you.
We take your Privacy Seriously.
By submitting this enquiry form you expressly consent to be contacted without prior notice or arrangement by using the contact details you have provided on the form.
For further information on how we treat your personal information, please view our Privacy Notice.
We genuinely believe we can help and we would love to hear from you.
We take your Privacy Seriously.
By submitting this enquiry form you expressly consent to be contacted without prior notice or arrangement by using the contact details you have provided on the form.
For further information on how we treat your personal information, please view our Privacy Notice.
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