Mortgages Brokers and Financial Planning

Mortgages Brokers for contractors and self employed in Camden Town, Kentish Town and Islington, Acer Consultancy Services has many years’ experience providing practical financial planning advice to individuals and businesses in Camden Town, Kentish Town, North London and surrounding area.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Acer Consultancy Services, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community. mortgage brokers Camden Town, Equity release mortgage, lifetime mortgages, life insurance and income protection. We are members of Equity release council in the UK, regulated by the Financial conduct Authority. Mortgage Advisers in Kentish Town, Islington and Camden Town.

 

Meet the Team

ArvindKohli

08006349656

About Arvind

FCCA LL.B (HONS) DIP(FA) CeFA, CeMAP, CeFA, CeRGI.

Mortgages and Financial Planning Consultant

Overview

Arvind has many years of Financial Services experience, in mortgage and protection to Financial Planning to current role. Arvind Kohli, IFA at Acer Consultancy Services Ltd, is based in Camden Town, providing independent and comprehensive advice regarding mortgages, financial protection as well as lifetime mortgages. Authorised and regulated by the FCA and also a member of the Equity Release Council, Arvind is a Chartered Certified Accountant who can advise you on Inheritance Tax issues and specialises in providing independent financial advice on various financial services matters, with no-obligation consultations to understand your needs and help you plan that best meets clients’ needs and circumstances.

Arvind has:

  • Experience in core advice areas, as well as specialism in residential mortgages and re-mortgages, Buy to Let and Let to Buy mortgages and re-mortgages and Right to Buy mortgages, life time mortgages. Are you stuck in an interest only mortgage?
  • Achieved Chartered Insurance Institute, Personal Finance Society Diploma Level and CeMAP and CeRGI and CeFA, and is also a Chartered Certified Accountant in practice 
  • Is a member of The Institute of Financial Planning, Personal Finance Society and Chartered Insurance Institute, Equity Release Council
  • Has a network of specially selected experts to support your advice needs when required, which include Lawyers and accountants
  • Worked across all client areas and specialises in helping private clients, corporate clients, SMEs
  • Built a solid network of clients ranging from property landlords, business owners, personal clients in Kentish Town and Camden Town and North London 
  • Interests in Pensions and Auto enrolment and Mortgages and Income protection

 Specific skills:

  • Pension planning, new pensions and existing pensions advice on Personal and Group policies
  • Private Medical Insurance
  • Investments and Savings
  • Mortgages for self-employed and employed, ranging from contractor mortgages to help to buy mortgages
  • Protection both personal and business
  • General Insurance, Home insurance and Let property insurance
  • Buy to let mortgages
  • Equity Release Lifetime mortgages

 

PennyKhaing

0800 6349656

About Penny

PanEi Khaing ACCA BSc (HONS) CeMAP

Paralegal Mortgages and Family Protection

Name: Penny

Role: Para Mortgage Advisor

Contact: penny@asvsh.co.uk

Overview

Penny is a paralegal mortgage advisor with experience in General Insurance and mortgages. She is primarily interested in mortgages and is a great advocate of searching the whole of market to find the plan that best meets clients’ individual needs and circumstances.

Penny is:

  • Graduated with a Bachelor of accounting and finance from Oxford Brookes University and a fully qualified chartered certificated accountant (member) of Association of Chartered Certified Accountant. She is also a qualified mortgage advisor.
  • Currently undertaking  Dip FA to become a chartered financial planner (CFP).

 Specific skills:

  • Assisting clients with their home insurance requirements.
  • Explaining clients in plain English, cutting through jargon so clients understand options.
  • Doing administration behind the scenes paralegal work in getting the correct documents to clients.
  • Providing services to clients which will guide them through every step of the mortgage process.
  • Technical understanding and knowledge of General Insurance, Home insurance and Let property insurance
  • Advising clients on various compliance and taxation relating matters.

Jit BahadurGhale

0800 6349656

About Jit Bahadur

Jit Ghale’s Profile

Name: Mr Jit Bahadur Ghale ACCA MSc. CeMAP

Role: Para mortgage advisor        

Contact: jit.ghale@acerwealthmanagement.co.uk       

Mobile:  07769350674

Overview

Jit is CeMAP qualified paralegal with experience of dealing with clients from their initial enquiry all the way to mortgage completion. He provides high degree of customer service by offering the best mortgage advice to home buyers. He is able to listen and demonstrate awareness and understanding of home buyers’ needs. Jit has more than 2 years of experience in mortgage and protection to Financial Planning roles.

Jit has:

  • Experience in core advice areas, as well as specialism in residential mortgages and re-mortgages, Buy to Let and Let to Buy mortgages. Correctly advising customers on the right mortgage products for them. Comprehensively searching the entire financial market and finding the most suitable mortgage products for clients wishing to buy their home or re-mortgage.

     –  Has a network of specially selected experts to support your advice needs when required, which include lawyers and accountants

  •  Worked across all client areas and specialises in helping private clients, corporate clients, SMEs

 

 

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Want to know more?

Call us for a friendly chat on 0203 957 8996 or email: arvind.kohli@acerwealthmanagement.co.uk