The Team

Bhavik Patel Bsc CeMap

Director, Mortgage Advice, Wills, LPAs

bhav@financialgoalattainment.uk

0208 189 9870

Kent, Harrow, Chorleywood

Amit Nakum

Bhavik Patel Bsc CeMap

Compliance Manager, Mortgage Advice

Amit@financialgoalattainment.uk

0208 189 9870

Kent, Chorleywood

Jeremy Marsh

Bhavik Patel Bsc CeMap

Jeremy Marsh

Financial Adviser

Jeremy@financialgoalattainment.uk

01959 563 882

Kent

Bill Demery

Bhavik Patel Bsc CeMap

Jeremy Marsh

Financial Adviser

bill@financialgoalattainment.uk

01959 563 882

Kent

Steve Rooker

Financial Adviser

steve@financialgoalattainment.uk

0208 189 9870

Chorleywood

Jayan Patel

Steve Rooker

Mortgage & Equity Release Advice

jayan@financialgoalattainment.uk

0208 189 9870

Kent, Chorleywood, Harrow

stuart brown

Steve Rooker

stuart brown

Operations, Paraplanning

stuart@financialgoalattainment.uk

01959 563 882

Kent, Chorleywood

Kelly Thomas

Steve Rooker

stuart brown

HR & Administration

kellythomas@financialgoalattainment.uk

0208 189 9870

Chorleywood

Hayley Matania

Income Manager & Administration

hayley@financialgoalattainment.uk

01959 563 882

Kent

carol mendez

Hayley Matania

Administration

carol@financialgoalattainment.uk

01959 563 882

Kent

Financial Goal Attainment Ltd

Kent: Unit B3, Frieslawn Centre, Hodsall Street. Sevenoaks, Kent, TN15 7LH. Harrow: 34 Lowlands Road, HA1 3AT. Chorleywood: 22a Lower Road, Rickmansworth, WD3 5LH

+44 (0) 1959 563 882 or 0208 189 9870

hello@financialgoalattainment.uk

FGA is a Trading name of Financial Goal Attainment Ltd (FCA No: 627917) is regulated by the Financial Conduct Authority. Registered office: 8 Mulgrave Road, Harrow, HA1 3UF. Company Registration in England & Wales, Company Number: 08941462.

We are a broker and not a lender. Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage or any other debts secured on it. Taxing Planning, Commercial Finance, Wills & LPAs, Estate Planning, Business Planning and Some forms of Buy to Let mortgages are not regulated by the Financial Conduct Authority.

There may be a fee for mortgage advice, the exact amount will be based on your circumstances and will be agreed following your initial meeting.

The value of your investment can go down as well as up and you may not get back the full amount you invested.

A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The value of your investments (and any income from them) can go down as well as up, which would have an impact on the level of pension benefits available.

Financial protection policies typically have no cash in value at any time and cover will cease at the end of the term. If premiums stop, then cover will lapse.

Taking out a lifetime mortgage can impact your tax position as well as your entitlement to means-tested state benefits such as pension credit and universal credit.

The guidance and/or information on this website falls under the UK regulatory regime and so is restricted to consumers based in the UK.

If you wish to register a complaint, please write to or telephone 01959 563 882.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.”

Bhavik Patel Bsc CeMap

Bhavik Patel Bsc CeMap

Bhavik Patel Bsc CeMap

Amit Nakum

Bhavik Patel Bsc CeMap

Bhavik Patel Bsc CeMap

Jeremy Marsh

Bhavik Patel Bsc CeMap

Jeremy Marsh

Bill Demery

Bhavik Patel Bsc CeMap

Jeremy Marsh

Steve Rooker

Steve Rooker

Steve Rooker

Jayan Patel

Steve Rooker

Steve Rooker

stuart brown

Steve Rooker

stuart brown

Kelly Thomas

Steve Rooker

stuart brown

Hayley Matania

Hayley Matania

Hayley Matania

carol mendez

Hayley Matania

Hayley Matania

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