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 , and spent much of this period with Nationwide Building Society.

Doing the right thing in the right way is paramount to the way that I advise, which 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 with my clients. My work is allowing me to mentor business students at Hinckley Academy and John Cleveland Sixth Form College and also appear on BBC Radio Leicester in the capacity of a pension expert. I feel lucky that my job has also become one of my favourite hobbies.

Outside of work, I live in Burbage and spend lots of time with my wife Julie and three children. Together we enjoy going for meals, days out and travelling; while I have a personal interest in most sports, namely 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 and 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!