Established in 1995, Lotus are headed by 2 Directors, Kiran Shah who is a Certified Financial Planner and Roshni Shah who holds CeFA, Cemap, CeRGI and the Investment Management Certificate from the CFA Society. Clients are the firm's biggest asset and each one is valued equally, no matter the amount of their investment with the firm. Supported by a small but expert team of analysts and para-planners, Lotus offers a truly bespoke and personalized service to all their clients. Lotus are a fee based company and we can offer a variety of charging levels to suit your needs and circumstances. For further information or an informal chat contact Kiran Shah at info@lotusifa.co.uk