We are a specialist financial advisory firm, committed to providing independent financial advice and life planning solutions to a select number of private clients and families. From our offices in Gerrards Cross, we deliver an informed, personal and professional service to clients based in the UK and abroad. 

Using our WiseWealth process, we help you to define your goals and ambitions, even your fears. We then create a financial plan to set you on your path toward achieving what truly matters to you. 

Strategic partnerships with members of the legal, accountancy, private banking and investment management professions afford us access to a broad spectrum of solutions, so we can seamlessly coordinate all areas of your affairs. 

At Kubera Wealth we put you in the picture. You are at the centre of your plan and our focus is on building long-term, collaborative relationships to meet your needs both now and in the future.

Kubera Wealth Ltd

Stuart Poonawala - Lifestyle Financial Planner

This department provides guidance and strategies for individuals to achieve their financial goals.

Financial Planning

This department manages and enhances client relationships, ensuring effective support and service delivery.

Kubera Wealth Ltd

Org chart

Teams

Financial Planning

Client Services

Offices

Kubera Wealth Ltd

Org chart

Teams

Financial Planning

Client Services

Offices

Related companies