Discovery Call

Wealth Management

  • Laxmi Financial Solutions have teamed up with Rakhee Wood, an Independent Financial Adviser at Kent-based Butterfly Financial Planning. So not only can our business clients receive outstanding business accountancy support, they can also access an expert that truly understands and appreciates a small business owner’s holistic independent financial advice and planning needs.

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  • Butterfly Financial Planning have a different approach to wealth management. They typically invest much more time in understanding your needs, react to your changing circumstances and seek to build long-term relationships. Butterfly Financial Planning will tailor financial solutions for you that meet your unique set of personal and business circumstances and requirements. Crucially, Butterfly Financial Planning are independent financial advisers and as such they must review all suitable products from all the providers across the whole of the market and give fair, unbiased and unrestricted advice.

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  • How Rakhee may be able to support you

    ​Butterfly Financial Planning use sophisticated and up-to-date financial research technology to analyse literally thousands of financial products and investments which allied with their expertise ensures that their clients receive trusted advice, comprehensive information and clear guidance.

    • Advice for businesses
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    • Investment and Savings
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    • Pensions And Retirement Planning
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    • Estate Planning and Inheritance Tax Mitigation
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    • Protection for you and your family
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  • What you can expect from Rakhee:

    An initial consultation with Rakhee will be conducted in an informal and friendly way, with the focus in beginning a long-term relationship of mutual trust and confidence. This will allow you to talk frankly and openly about sharing your personal financial situation and your aspirations for the future. Rakhee will then begin to formulate the best solutions for you and explain your options in a clear and jargon-free way. The support does not stop there, as Rakhee and her team at Butterfly Financial Planning will keep abreast of trends and changes in the financial world to proactively alert you when it affects both you and your finances. Rakhee will help make the seemingly incomprehensible, comprehensible!

    Arrange a call at your convenience
    What you can expect from Rakhee:
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