Ady Basi

Dip PFS

Financial Planner

Ady has been an adviser in the industry since 1994 and a small business owner since 1983. Over almost thirty years of adding value to the economy, establishing employment for others and setting up a business for his two sons, he has personally seen the effects of four recessions and three boom periods which has enabled him to place financial planning in the widest context possible. When Ady provides advice, it is from someone who has been there, applied the principles, and won.

However, Ady has not rested upon this experience and success alone and has continued to improve his knowledge and qualifications, currently one examination away from one of the highest accolades for any financial planner in the UK; Chartered status.

Having been the founder of our family business in 2000, Ady has recently decided to focus on his specialist areas of advanced retirement planning, trust and tax planning together with private client finance (including mortgages) arrangement on both an individual and corporate level.

Ady demonstrates the same drive and commitment which has led to professional success in his spare time; having conquered Sunday league football in his youth, he now spends the majority of his time (successfully) bringing down his golf handicap!

View Ady’s LinkedIn profile here: LinkedIn/AdyBasi

Call Ady on Skype for a chat about your finances