I aim to help my clients accumulate, utilise and preserve their wealth at various stages of their lifecycles.
White Lotus Wealth was established in 2016, when Director Arpit Shah accepted an invitation to join St. James's Place. Prior to this, the practice was operating as an IFA and advising with various banks.
We are happy to arrange a meeting in either of our London offices. Equally we are happy to travel to your office or home at your convenience.
Based in Brentwood, Essex Arpit provides wealth management advice to clients both within London, and more widely throughout the south east of England.
Prior to joining the financial services industry, I graduated with a degree in Mathematics from University College London. I left university and began my first role in financial services working for HBOS as a Financial Adviser. My career grew when I worked for Royal Bank of Scotland and Citi Bank. I attained “Pension Transfer Specialist” qualifications and now studying a Masters in Finance that I hope to complete by 2023 at the University of Gloucestershire.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service. In addition to the industry requirements I successfully completed the Private Client Investment Advice & Management qualification. I hold the Chartered FCSI status and a Statement of Professional Standing by the Chartered Institute for Securities & Investment.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 08/02/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.