Kassius Ltd, set up in 2002, was borne out of a long standing friendship between Chirag Shah and Andrew McGovren. At the time they had over 30 years combined experience in providing financial planning advice having worked for some of the largest UK life and pensions companies as well as operating as independent financial advisers.
Both Chirag and Andrew had a mutual goal of building a company that provided a very personal service, built on long standing relationships and a deep understanding of client goals, a service evolving with the ever changing circumstances of clients.
They believe that a consistent understanding is built up more easily by seeing the same faces year in year out, delivering the same message as opposed to a different face each year, common in big organisations.
Our services can be very easily broken down into 3 core areas, investment planning, financial planning and estate planning. None should be treated in isolation and more often than not overlap as one cannot be successful without consideration to the others.
To provide an investment, financial and estate planning service to individuals and small to medium sized businesses which is personal, consistent in its message and delivery and long standing.
Chirag is an accredited Chartered MCSI whilst Andrew holds Financial Planning Diploma status and while we are strong advocates of formal qualifications, experience counts tremendously and with over 30 years combined experience in the financial advice field, they are able to translate difficult scenarios into very easily understood solutions.