White Lotus Wealth

Mr Shah met with my partner and I just before we had our first baby and shortly after we had bought our first house. At such a pivotal time in our lives we were glad to meet with somebody who understood our needs and was able to provide us with whole of market comparisons for our life insurance and mortgage protection cover. He was able to relate the specifics of each product to our current and future needs, leaving us with every confidence that we had picked the right policies to suit us, as well as leaving us feeling very well looked after and valued as clients. Highly recommended.
Jun 7th, 2019

I have known Arpit Shah for a number of years now, and have always found him to be an exemplary professional. Arpit recently helped my partner regarding a delicate matter concerning her mother's finances at a tragic turning point. Though faced with a complex conundrum Arpit was able to provide clear, dependable advise, and also switch us on to valuable resources which we had not considered. If you are looking for a company you can trust with your financial affairs then look no further than White Lotus Wealth.
Feb 28th, 2021

White Lotus Wealth would be my first port of call for anyone looking for investment/financial planning advice. Arpit in particular is a very easy person to talk to and he clearly has a very indepth knowledge surrounding planning for finances for the future. Arpit was able to demonstrate some useful tools and provide insightful case studies to help provide an idea as to how he could help me plan my finances. I thought he did an excellent job given the Covid restrictions and this took place over Zoom. If you are looking for advice from a highly capable professional who can distill the myriad of options available to you and condense the information in to an easily attainable solution, I'd certainly recommend you speak to White Lotus Wealth.
Jul 14th, 2020

Arpit has the drive and enthusiasm to light up any room or Zoom these days. Most importantly his training, knowledge and access to continued opportunities and support via St James Place puts him in a great position to help you plan your future. He shares knowledge freely and as part of the largest wealth management FTSE100 company, with over 129.3 billion of client funds being managed, he can provide a wide range of wealth management solutions from tax planning and investments to pensions. His passion for his work and for his clients is clear from my dealings with him. He is clear and simple to deal with and truly understands the relationship value has with cost, and in my experience can deliver on it.
Jun 2nd, 2020

Arpit is a thorough professional, clear concise advice! I previously found FA just wanted to sell to you but Arpit took the time out to explain even the fine print. The knowledge of pensions, investments and protection products is great. I would highly recommend Arpit for your financial needs.
Jun 14th, 2019