Achieving your most meaningful and deeply felt aspirations
Our life planning approach will help you to discover your most essential goals in life before a financial plan is formulated. In creating your financial life plan, we’ll evaluate your opportunities and identify any risks inherent in your current circumstances.
Creating a practical plan
Awakening your vision
We uncover your most deeply held life goals and create a practical strategy to help make them happen, including a financial plan that supports your goals.
Richer, fuller life
There’s more to life that just your finances
Life planning is more than just looking to the future, it’s also about your current lifestyle. We’ll help you plan a truly fulfilling life knowing that your finances will hopefully help you achieve it, leading to a richer, fuller life both financially and spiritually, and a greater sense of confidence in your future.
FIND US
Kubera Wealth
Spaces
Chalfont Park
Building 1
Gerrards Cross
Bucks
SL9 0BG
© Kubera Wealth, All rights reserved 2023. Website design by Goldmine Media. Kubera Wealth Ltd is authorised and regulated by the Financial Conduct Authority. FCA no.509765. Registered in England No. 06935767. Registered Office: 3rd Floor, 114A Cromwell Road, London SW7 4AG. Kubera Wealth Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 509765.
If you wish to register a complaint, please write to Kubera Wealth, Spaces, Chalfont Park, Building 1, Gerrards Cross, Bucks SL9 0BG, United Kingdom or telephone +44 (0)20 8868 8886. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.