Accomplish Your Financial Future with Confidence

We are helping you achieve financial success today and secure your future. Ready to get started?

Reviews and Ratings for Financial adviser Sharad Champaneria, Leicester

Accomplished Financial Solutions Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority Firm Reference Number 197107

Who we help...

Professionals

Managing personal finances can feel overwhelming, with unique goals and circumstances shaping the way forward. We’re here to guide you by asking the right questions and truly listening to your needs, so we can create a plan tailored to you.

Retirees

Planning for retirement is vital to your financial security, but it’s also an opportunity to embrace new passions and experiences. We’ll help you navigate the complexities of retirement to ensure you make the most of this exciting phase of life.

Business owners

For business owners, standard financial planning doesn’t always apply. With irregular income or unique options like dividends or future sales, we’ll help you build a strategy that reflects your needs and investment goals.

How we can help

Crafting a Life of Fulfilment and Adventure​

Our mission is to help you achieve financial freedom, so you can embark on the adventures that define your unique journey. We are dedicated to working with you to design a personalised financial plan tailored to your individual needs and aspirations. We’ll empower you with the knowledge and confidence to make informed decisions about your finances, ensuring you have a clear roadmap to the life you desire.

Whether your dreams involve discovering new destinations, creating lasting memories with family, or simply indulging in your favourite hobbies, we’re here to turn those dreams into reality. We believe that financial freedom is the key to unlocking a life of fulfilment, and we are committed to guiding you every step of the way.

Helping you reach your desired destination

See How We Can Help

Many people dream of the future but do not focus on creating a financial roadmap to make it possible. We work with you to create a clear and actionable roadmap to get you there.

We can help you...
Grow your wealth with a tailored investment plan. Manage your savings wisely to achieve financial freedom and a fulfilling lifestyle.
We can help you...
Prepare for the unexpected with a tailored insurance plan. Protect your finances and family’s future with expert advice and ongoing support.
We can help you...
Plan your legacy with confidence. Minimise inheritance tax, protect your assets, and ensure your wishes are fulfilled for future generations.
We can help you...
Expert guidance for life’s pivotal moments. Create a financial strategy to navigate changes with confidence and achieve your goals.
We can help you...
Plan your retirement with confidence. Build a personalised roadmap for financial freedom and the lifestyle you’ve always dreamed of.
We can help you...
Take control of your taxes with tailored advice. Maximise savings, reduce payments, and optimise allowances with expert tax planning for your financial future.

Accomplish Your Financial Freedom Today

Your dreams deserve a plan. At Accomplished Financial Solutions, we specialise in creating personalised financial roadmaps tailored to your goals. Let us guide you with clarity and actionable steps to build the future you’ve always imagined.

Helping you reach your desired destination

What our clients have to say

Genuine feedback from clients who’ve trusted our services.

The value of investments and any income from them can fall and rise. You may not get back the full amount invested. Past performance is used as a guide only; it is no guarantee of future performance.

Reviews are sourced from Google and VouchedFor. Some have been shortened and summarised by AI. View our full profiles on Google and VouchedFor.

"Sharad consolidated my pensions and keeps me well-informed about my plans"

I wanted to consolidate my pensions into one pot, and Sharad helped by offering several options and finding the best one for my needs. He keeps me well-informed about my plans, and I’m happy with the outcome.

"Sharad’s expertise has helped me maximise the value of my pension pot"

I was looking for a thorough, knowledgeable, and hard-working adviser, and Sharad has delivered. He has helped me get the best from my pension pot, and I’m very pleased with the results.

"Sharad’s responsive and positive advice has been invaluable in handling my inheritance"

 

I switched to Sharad after experiencing delays with my previous adviser, and now everything runs smoothly. Sharad has been positive and responsive, offering great advice on handling my inheritance. I’m very happy with the outcomes and all the advice he has given.

"Sharad’s clear advice and reassurance helped me confidently choose a pension drawdown"

I sought advice on managing my personal and work pensions as I approached retirement. Sharad provided clear options, shared his recommendations without pressure, and eased my concerns about media speculation on pension lump sums. I’m happy with my choice of a pension drawdown so far.

"Sharad’s proactive advice and timely adjustments have ensured our retirement income meets our needs"

Sharad provided proactive advice on investments and drawdown, conducting a detailed analysis of our financial situation, needs, and expectations. He carefully considered our financial awareness and made timely adjustments when needed. We’re very happy with the outcome.

"Sharad provided knowledgeable and helpful advice during my divorce and pension split"

I sought advice during my divorce and pension split. Sharad has been very knowledgeable and helpful throughout the process. It’s still too early to see the full outcome.

"Sharad’s smart recommendations have improved our pensions’ performance significantly"

I initially sought advice on a potential pension transfer. Sharad guided me through the decision and conducted a full financial review, recommending ways to make our pensions work smarter. After the first year, we’re very happy with the performance. Sharad is open, honest, and gives excellent advice.

"Sharad consolidated my pensions and ISAs into one easy-to-manage pot"

I wanted to consolidate my finances, including multiple pensions and ISAs. Sharad combined everything into one pot, making it much easier to track my finances. I’m happy with the outcome so far.

"Sharad streamlined my pensions and investments into two easy-to-manage platforms"

I needed to amalgamate my pensions and investments for easier management. Sharad streamlined everything into two platforms, reducing paperwork and simplifying online management. The investments are performing well, and I’m very happy with the service.

"Sharad consolidated my pensions and invested them profitably"

I had multiple pensions with different companies, and Sharad consolidated them into a single lump sum, which he invested very profitably. I’m extremely satisfied with the outcome.

"Sharad consolidated our pensions and delivered strong returns in the first year"

We needed advice on a new pension for my wife and help consolidating multiple pension pots. Sharad pulled our pensions together and invested them in new funds, delivering strong returns in the first year. We’re very happy with the outcome

"Sharad’s advice has exceeded my expectations, with excellent financial growth"

After receiving poor advice from a previous adviser, I was recommended to Sharad Champaneria 10 years ago, and he has consistently provided excellent financial planning advice, particularly for my pension as I approach retirement. Sharad is thorough, impartial, and has exceeded my expectations with better-than-expected growth in my financial products. I couldn’t be happier with his service.

"Great advice from Sharad in our free 1-2-1!"

We booked a free one-to-one advertised on Sharad’s website and were genuinely surprised by the depth of information provided. Sharad shared fantastic insights, and we gained a much clearer understanding of our financial options. It was incredibly helpful, and we will definitely consider Sharad for our future planning. Thank you again for your time and expertise.

"Our financial adviser for more than 15 years"

Sharad has been our financial adviser for more than 15 years, and in that time, also a friend. Our investments have grown in that time and also communicated with us all the time in the various investments we’ve had. He’s always answered our calls promptly.

"Sharad is a breath of fresh air"

Sharad is a breath of fresh air compared with my previous Advisor. Nothing is too much trouble and he is forward thinking with respect to my funds and how best to manage them. He is open with his advice and a joy to work with. He is always contactable and replies quickly if he is not immediately available.

"All the funds have performed well under his management"

Sharad has been our financial adviser for the last 7 years. He has completely overhauled all our different ISA’s and pension policies into very manageable funds cutting out all endless filing of paperwork. All the funds have performed well under his management. He is constantly on hand to provide advice on inheritance, future planning, children’s future investments and on all aspects of financial requirements for a secure retirement.

Helping you reach your desired destination

What is Cash Flow Modelling?

Cash flow modelling is a powerful tool for visualising your financial future. Analysing your income, expenses, and investments creates a clear picture of how your finances might evolve.

How cash flow modelling helps you.

With cash flow modelling, we can help you plan for significant life events, ensure you’re on track to achieve your goals, and confidently make informed decisions. It’s the roadmap you need to take control of your financial journey.

The Financial Conduct Authority does not regulate Cashflow Planning.