In today’s interconnected world, managing finances across borders is no longer a niche requirement—it’s a growing need among British expats, NRIs, and internationally mobile professionals. Atwal Financial bridges the gap between the UK and India with a unique, personalized approach to financial planning that spans two of the world’s most dynamic markets.
What We Offer
Atwal Financial specializes in UK-India Cross-Border Financial Planning and Advice, delivering tailored financial solutions to individuals and families with financial ties to both countries. Our services include:
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UK Pension Advice in India: We provide expert guidance on UK pension schemes, transfers, consolidation, and tax considerations for clients living in or returning to India.
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Cross-Border Tax Planning: Our team helps navigate the complex tax systems of both the UK and India, ensuring compliance and maximizing tax efficiency.
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Investment Planning: Whether you are investing in the UK, India, or both, we create a strategy that aligns with your risk appetite, goals, and regulatory requirements.
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Inheritance and Estate Planning: We offer advice on how to manage assets across jurisdictions to preserve wealth for future generations.
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Expat Financial Advice: From managing income across currencies to understanding your financial rights and obligations, we assist British expats living in India with clarity and care.
Our Unique Approach
What truly sets Atwal Financial apart is our cross-border presence and personal service model. We are headquartered in London, the heart of the UK financial services industry, yet we also maintain a strong presence on the ground in India. Our advisers based in New Delhi provide face-to-face consultations and local support for clients across India, including Mumbai, Goa, and Bangalore.
This dual-base approach allows us to:
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Understand the regulatory, cultural, and financial nuances of both the UK and Indian markets
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Offer seamless advice and execution on both sides of the border
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Be available for in-person meetings in India, a service that sets us apart from most UK-based advisers
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Provide 24-hour support across time zones, responding to client calls and emails within a day
Why Clients Trust Us
Atwal Financial combines international expertise with local accessibility. Our clients benefit from:
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Clear, jargon-free advice tailored to their unique cross-border needs
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Transparent fee structures and ongoing support
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A dedicated team committed to exceptional client service, whether in London or India
If you’re a British expat, a returning NRI, or an international professional with financial interests in the UK and India, Atwal Financial is here to guide you.