Your Security • What you need to know

Your Money

Atwal Financial through its international team of advisers and partners provide cross-border financial planning, wealth management & business solutions specialising in UK-India cross-border advice.

At no stage does Atwal Financial receive or handle directly any client money earmarked for investment which helps to protect you.

We are not permitted or regulated to handle client money directly and we act within the rules of the local regulator at all times, wherever that may be.

Your Security

Atwal Financial gives priority to its partners, product & service providers located in highly-regulated jurisdictions that offer tax efficiency, political & financial stability and investor protection.

Our recommendations will determine the investor protection available that varies depending on location.

We carry out extensive due diligence and rely on the integrity of the information given to us by our partners, product & service providers.

We are committed to treating customers, employees & partners fairly at all times.

Your Data

We collect sensitive information from our clients so we can provide suitable recommendations. We are committed to ensuring the protection of all personal information. We will only share your information if legally mandated by a competent authority or if you specifically ask us to do so.

Initial discussions and reports are free of charge so contact us