THE BIG PICTURE. PERSONALLY PLANNED.
Your wealth.
Your family.
Your legacy.
One plan.
Your finances, your property and your family’s future. Bring it all together with a Financial & Estate Review.
Book Your Financial & Estate ReviewTHREE AREAS. ONE BIGGER PICTURE.
Life doesn’t come
in separate boxes.
Neither should your planning. Connect the decisions you make today with the future you want to build.
LOOK AFTER WHAT MATTERS.
Estate Planning
Make your wishes clear. Plan for the people and the legacy you leave behind.
- Wills & Trusts
- LPAs & Inheritance Tax
- Bloodline, Business & Care Planning
GIVE YOUR MONEY A PURPOSE.
Financial Advice
Connect your investments, retirement plans and protection with your life.
- Investments, ISAs & Bonds
- Pensions & Life Assurance
- Income & Business Protection
MAKE YOUR NEXT MOVE COUNT.
Property Finance
From your first property to your next investment, explore the way forward.
- Mortgages & Remortgages
- Buy-to-Let & Bridging
- Second Charges & Equity Release
THE PERSON BEHIND THE PLAN
Big on clarity.
Personal by design.
A new home. A growing family. A business you’ve worked hard to build. You don’t need a stack of disconnected conversations. You need somewhere to start.
I’m Simran Sahota. Better Call Sim brings financial, property and estate-planning conversations together around you.
Meet SimYOUR PEOPLE.
LET’S TALK.
THE BETTER CALL SIM APPROACH
A plan for now.
And what’s next.
Four connected stages. Start where you are, and keep your whole life in view.
01 / BUILD
Start with strong foundations.
Your home, your income, your priorities. Get a clear picture of where you are and what comes next.
These areas connect and overlap. Your plan can begin wherever you are.
KNOW WHERE YOU STAND
Do you have an
inheritance tax
question?
Get an illustrative view of your estate and a personalised report showing the assumptions and questions worth exploring.
Get My IHT Illustration Free browser download. No email required. Illustration only, not personal advice.can apply to the taxable part of an estate.
Your allowances and circumstances matter.
PLANNING IN THE REAL WORLD
Different lives.
Connected decisions.
Three hypothetical scenarios showing how the pieces fit together. These are illustrations, not client results.
Explore the scenariosFAMILY & LEGACY
A new chapter. A clearer plan.
How a growing family might connect a new home, life cover and their first wills.
See the bigger pictureRETIREMENT & WEALTH
More time for what matters.
Connecting retirement income, family support and the legacy you would like to leave.
See the bigger pictureBUSINESS & SUCCESSION
You’ve built something. Plan what’s next.
Looking at the business, the people behind it and the family who depend on it.
See the bigger pictureYOUR FINANCIAL & ESTATE REVIEW
Let’s make the
first move simple.
A conversation about you
Share what matters, what’s changing and the questions on your mind.
A look at the bigger picture
Explore how your finances, property and estate plans fit together.
Clear next steps
Agree what needs attention, who can help and the scope of any further work.
The scope, format and any fee are agreed before you proceed.
STRAIGHT-TALKING INSIGHTS
Big topics.
Made clearer.
WISHES CLEAR.
THE BIGGER PICTURE / 01
A will and an LPA: why they do different jobs.
One records wishes after death. The other can help with decisions during life.
Read the guideCHAPTER.
THE BIGGER PICTURE / 02
Five things to gather before a pension review.
A little preparation can make the bigger picture easier to see.
Read the guideWHAT’S NEXT.
THE BIGGER PICTURE / 03
Coming to the end of your mortgage deal?
The questions to consider before your next property-finance decision.
Read the guideStart with the Financial & Estate Review. Share what is on your mind and the areas you would like to explore. You do not need to choose a product or have every document ready to begin a conversation.
Yes. You may be thinking about a will, a pension or a mortgage. The service pages explain each area and show where a related decision may also deserve attention.
The scope and any fee will be confirmed before the appointment. Submitting a request does not commit you to a product or a paid service.
No. Different parts of our service fall under different regulatory frameworks.
Regulated financial advice and regulated financial activities are carried out through Anand Financial Architecture Ltd, subject to the applicable FCA permissions and protections.
For estate planning, we work with Countrywide Tax & Trust Corporation Ltd, an established legal and estate-planning company whose team includes SRA-regulated solicitors and STEP-qualified practitioners. Where legal advice or services are provided by an SRA-regulated solicitor, that individual is subject to SRA professional rules.
We will make clear who is providing each service and what regulatory protections apply before you proceed.
The calculator is an illustration for a limited range of straightforward situations. It cannot assess suitability or every exemption, relief or family circumstance. Its report shows assumptions and identifies when an adviser’s review is needed.