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  54 Devizes Road

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 redundancy advice, mortgage adviser swindon, financial advisor, mortgage adviser, probate, financial adviser, financial advice, will, wealth management, pension advice

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Business Profile

With over 50 years' combined experience, we are proud to be independent financial advisers and money experts in helping people make the correct decisions, the first time. Whether you are employed, self-employed or a company director we can help you to become financially independent and then maintain this, together with tax planning and investment options. We also have qualified independent mortgage advisers to assist with all needs including residential and commercial lending, buy-to-lets and adverse credit. We offer a wide range of services and being independent means we have no ties to providers, allowing us to focus on only doing the best for our clients, as we are passionate about making people better off by adding value.




Testimonials are curated by Future Planning and are not independently reviewed or verified.


"What were the circumstances that caused you to look for a financial adviser?
I needed help with making sure I had enough money in retirement so that I could enjoy life as much as possible while I am healthy.

How did Sanjay Badhan help you?
Sanjay showed me if I made certain changes with how I held things then I would be able to enjoy more income to spend. He set up for me a portfolio that gives me much more income than I ever received before from my old investments and from the building society. I am now in a very good position and able to go on holidays when I wish to. I have been with Sanjay for over 10 years since before he expanded the business and remain very happy.

Have you seen the outcome you were hoping for?
I was concerned with risking my money, especially with taking an income but my invested amount has gone up in value too. In fact, the opposite has happened! My income has been growing over time as well and as Sanjay says, this means that it is keeping pace with the cos"

Sergio Gambi on 4 November 2018

"Investment Planning"

"What were the circumstances that caused you to look for a financial adviser?
Help with managing my money so I have more spare time to spend on quality of life rather than worrying about my future.

How did Sanjay Badhan help you?
Sanjay took the worry away! All of my questions were answered and everything is taken care of for me. I look forward to our meetings because he shows me how much closer I am to my goals in plain English with graphs. The technology is excellent and I have full accesss to everything. The most recent work was transferring my pension although I have been with Sanjay and his team for nearly 15 years.

Have you seen the outcome you were hoping for?
Yes the outcome is everything I wanted and extra - without realising it at the time! I have always been happy.

What could they have done better?
I cannot suggest any improvements. All of the staff are lovely, keep in touch and take an interest in me reassuring me that I am never forgotten about."

Seymour Williams on 31 October 2018


"What were the circumstances that caused you to look for a financial adviser?
I was looking for help on transferring my pension and understanding how early I could retire.

How did Sanjay Badhan help you?
The process was made very easy. Everything was explained in clear English and I was kept up-to-date throughout. I only had to provide numbers asked for in some documents. I was shown that I was in a position to be able to retire immediately, as I no longer enjoy working where I am and I am much happier knowing my money is being looked after for me, leaving me to enjoy retirement.

Have you seen the outcome you were hoping for?
Yes and more! Sanjay and the team already manage some of my other money and the returns have been excellent so I am very comfortable with them handling the rest of my money.

What could they have done better?
They always take the time to make me feel valued and wanted, which is really nice. I was hoping the pension would transfer quicker but this was not down"

Debbie Hayward on 31 October 2018


"What were the circumstances that caused you to look for a financial adviser?
New property.

How did Sanjay Badhan help you?

Have you seen the outcome you were hoping for?

What could they have done better?
Everything was perfect"

Mandeep on 3 July 2018

"Financial Advice"

"I was planning for exiting my business & wishing for a difference of opinion from current advisers, as not sure was receiving value for money. Sanjay was a breath of fresh air, took into account my goals in life; not just how much money I had. 5/5 thanks!"

Patricia Brett on 9 August 2019

"Financial Advice"

"I have known Sanjay for many years, he has always been very knowledgeable and competent. He is extremely courteous and always delivers on his promise. Sanjay is extremely hardworking and over the years I have known him always puts his clients first."

Chris Hogarth on 9 August 2019

"Financial Advice"

"Sanjay explains everything in plain language and doesn't use jargon. He always turns up on time and texts a reminder message a few days before the appointment. I'm happy with the service I get so don't know anything he could do better."

Moria Bowie on 9 August 2019

"Financial Advice"

"Sanjay took the time to really get to know me & what I was after, helping me understand things I wasn't even aware of. Then rearranged my affairs from a previous adviser better (bonus: saved money with lower risk). Wish we met years ago!"

Geo on 9 August 2019

"Investment Advice"

"Sanjay is very patient with me and invests my money in areas that I am comfortable with, knowing that I am very low risk. I know he cares about making sure the right thing happens to his clients, having been with him since 2006."

Audrey Sutton on 9 August 2019

"Financial Advice"

"I have a great deal of financial experience, and felt comfortable dealing with someone of Sanjay's knowledge and ability. Sanjay has provided us with valuable advice as I establish myself in my own business."

Moheddine & Meg on 9 August 2019

"Financial Advice"

"Sanjay is a fantastic adviser who listened and understood my needs then supported me with the relevant solutions - Very happy with the service i received and would recommend to anyone."

Simon on 9 August 2019

"Financial Advice"

"Sanjay keeps in touch and helps me feel safe about investing my money. I trust him to look after my investments and provide regular updates. Our review meetings are always enjoyable, informative and he explains things at a level that I can understand."

Barry Shute on 9 August 2019

"Financial Advice"

"Sanjay provided me with financial advice in 2007. Since then, he has always kept in contact with me. He took time to explain everything to me in a clear manner. I would have no hesitation to recommend him to other wishing to discuss their financial arrangement."

Chris on 9 August 2019

"Financial Advice"

"I needed direction and organisation with my finances and assets. Sanjay Badhan helped me make sense of my money and what it meant to me. Spoke in plain English and wasn't pushy or "salesy" or making me feel uncomfortable."

Kieran on 9 August 2019

"Retirement Planning"

"Retirement from full time employment. Established that I was a cautious investor and provided advice on investment of savings and lump sum received on retirement. Despite difficult world wide financial markets reasonable increase in capital achieved."

Pat on 9 August 2019

"Financial Advice"

"Sanjay is very conscientious, efficient and helpful and can be recommended to do the best for his clients. He gives very clear advice and is patient."

Joy Blacklock on 9 August 2019

"Investment Advice"

"Mr Badhan explained everything so well and even made the more complicated stuff easy to understand. Sent me emails so I could review it for future reference."

Craig MacDonald on 9 August 2019

"Tax Planning"

"We approached for help with making my financial affairs more tax efficient, as concerned with Inheritance Tax. Sanjay explained everything in clear English, it was easy to understand & the team got to know us, rather than sell things. Lovely & refreshing!"

Stephen Cromwell on 9 August 2019

"Financial Advice"

"Sanjay has looked after my finances for nearly ten years, never over complicating and explaining things very well. He has helped my transition into retirement flawlessly and continues to provide excellent advice."

Greta on 9 August 2019

"Financial Advice"

"Sanjay really listened to all of our requirements and was able to advise us appropriately. He works in a very professional manner and always replied promptly to all our queries. Nothing was ever too much trouble!"

Shivani on 9 August 2019

"Exit Strategy"

"Sanjay listened to what we were saying. It sounds simple, but really did just that. Created an exit strategy for ourselves from both employment & self employment. Made it incredibly easy to see that we could retire earlier than expected. Excellent."

Gordon on 9 August 2019

"Investment Planning"

"Sanjay provides a comprehensive service with thorough and well researched advice for remortgaging and long-term investment. By listening to my aspirations and asking appropriate questions he has undoubtedly left me better off."

Richard on 9 August 2019

"Pension Advice"

"Sanjay is a very approachable and positive person and from someone like me who knows nothing about pensions, he is extremely good at explaining in layman terms, what needs to be done. He listens to what has to be done and gets its sorted very quickly."

Wendy on 9 August 2019

"Mortgage Advice"

"Sanjay has been a pleasure to work with from start to finish. His professionalism from start to finish impressed us hugely. As a first time buyer, buying a mortgage was very daunting, Sanjay took us through step by step to ensure we knew what to expect."

Amar Joban on 9 August 2019

"Financial Advice"

"Having completed everything Sanjay has been true to his word and delivered - exceeding my expectations. I am delighted with the results and thanks to the extra effort he has put in truly getting to know us, we look forward to an even better retirement."

Doug on 9 August 2019

"Financial Advice"

"We first met Sanjay 7 years ago and since, Sanjay has done a great job of looking after our mortgage, protection, savings and pension planning. We consider him more so a friend now, such is our trust in him, rather than just our adviser."

Pete & Jo on 9 August 2019

"Financial Advice"

"Sanjay takes the time to understand my situation and factor this in to his recommendations. He is always professional and knowledgeable. The advice he gives me has worked well since I have been dealing with him and I consider it to be value for money."

Rob Jones on 9 August 2019

"Financial Advice"

"Hello Sanjay Badhan IS everything stated on his site and more. We've' known him for 10 years approx. initially in the Halifax and latterly as an independent I endorse; THE ADVICE HE GIVES IS GOOD."

Elfed Young-Powell on 9 August 2019

"Financial Advice"

"I have known Sanjay from the days he worked in the Halifax and I have always found him to be very honest, professional and reliable. He listens intently and is patient when explaining anything complicated to me. I wouldn't hesitate in recommending Sanjay."

Mrs C M on 9 August 2019

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Opening Hours

Monday to Thursday
09:00 to 17:30

09:00 to 17:00

09:00 to 15:30


Payment Methods

We accept:

  • Bank Transfer
  • Cheque
  • Visa
  • Mastercard
  • Cash