A boutique, client-centric advisory building wholesome relationships that are valuable, intimate and engaging.
White Rose Financial Advisors is the brainchild of Priyal Shah, a Chartered Accountant and an Investment Advisor by qualification, who has gathered 8 years of experience and hands-on skills within the realm of taxation and investments, ultimately narrowing down her focus to Financial Advisory.
WRFA came into being because we knew people needed a new kind of financial advice that goes beyond focusing on simply selling financial products or moving your funds.
While we have comprehensive range of financial services, industry experience and specialist skills within our organisation, we truly uphold our personal approach mindset to coordinate all your needs. We are here to offer strategic advice and lasting collaboration that will benefit you long into the future. And as your needs and wants change, so does our advice.
“During my initial years of practice, I realised how the idea of money management was daunting for most of the people I interacted with. I wanted to be there for individuals and enterprises, big or small, and provide micro solutions for macro success. I strongly advocate regular savings as the key to financial wellbeing, and WRFA aims to make this plausible with simple yet insightful projections.”
– Priyal Shah, Founder