Our Values
Our clients are at the heart of everything we do, placing their financial well-being at the forefront. We are committed to the highest standards, ensuring transparency, honesty, and trust in all our interactions. We are committed to being a trusted partner throughout our clients' financial journey.
Imran Rafiq
Meet your financial planner
In 2019 I setup Cartier Wealth, which came about as a culmination of my passion for financial planning and the desire to offer a client centric, low cost, evidence based financial planning approach.
I started my career as an investment researcher in 2001, working with the largest UK advice network and subsequently alongside wealth management firms.
Something was amiss, the fees clients were charged by wealth firms increased based on their investable assets. It didn’t seem fair to me, so I set about brushing up on my retirement planning qualifications and set up Cartier Wealth, an advice firm with a difference, charging fees based on the value I provide, ensuring fairness and transparency.
My passion is to learn what really matters to people so that with my expertise I can guide them towards their financial goals and well-being.