A vision to provide clear value.

 
 
 Richard Meats - Independent Financial Adviser
 

Richard Meats

Independent financial adviser


I have been qualified and advising clients since 2004 , most recently with Nationwide Building Society.

Doing the right thing in the right way is paramount to the way that I advise, which has resulted in being presented with numerous internal company awards. The most recent of which was one of my proudest moments when I was awarded with “Trusted Adviser 2015” at the Nationwide National Conference.

I genuinely enjoy meeting new people, giving advice, researching financial products and building long term relationships, so I feel lucky that my work has also become one of my favourite hobbies.

Having my own business with a vision of offering truly independent advice has been a long term ambition of mine. The opportunity to build a business with a high calibre adviser that shares my own values and beliefs based on trust, integrity and putting clients at the centre of what we do made perfect sense.

Outside of work, family is really important to me. I spend lots of time with my wife Julie and three children and enjoy going for meals, days out and travelling. I have an interest in most sports, but mainly football, cricket and swimming.

 
 
 Bharat Chudasama - Independent Financial Adviser
 

Bharat Chudasama

Independent financial adviser


I've worked in financial services for over 15 years in an advisory capacity and pride myself on being able ‘to make a difference’ to my clients. There is nothing more satisfying than sharing their journey with them, but also being there for them when they need my advice the most. My professional qualifications and extensive experience with various financial institutions has given me the desire to take that knowledge and create a business, built on my core values of delivering honest, clear, understandable and trusted advice.

Over the years I have been fortunate enough to receive various accolades and this recently culminated in being awarded ‘employee of the year’ for Nationwide Building Society, my last employer. To be given the company’s highest recognition possible, was a huge honour for me and my family. 

The birth of my daughters, Freya & Belle, have been the proudest moments in my life and I cherish the time I have with my family… But in between that I do try and do the other things I enjoy, which is mainly travelling and keeping fit!