About us
Constantly exceeding and setting higher standards, we help you achieve more from your wealth and future.
Familiar faces, consistent advice, long-term trust
Qi Financial Solutions was founded to deliver financial planning built entirely around long-term client relationships, and more than 30 years on, that’s what we’ve achieved, and that’s exactly what we continue to do.
Our clients and their families take comfort in knowing they’re supported by decades of experience and that we hold the “gold standard” in financial planning: Chartered status. Just as importantly, they appreciate that we show up as people first, not just professionals, and value the human side we bring to financial planning.
With our office located in Croydon, we’re easily accessible to individuals, business owners, and families all over London, Surrey, Sussex, and Kent.
Milestone moments
The story of how we got here goes back a long way, to 1992 to be exact. And as our clients’ goals and aspirations have changed over time, so too has the way we work.
