Tej Basson, Independent financial adviser

An introduction to Tej Basson

Your career to date?
I command a successful franchise for Honister Partners Ltd in Nottingham.

I graduated from Bristol before moving to London to embark on a career in Financial Services some 30 years ago. My vast experience allows me to ‘think out of the box’ to create bespoke financial solutions that address the needs of both Individuals and SME’s.

In delivering a quality service as well as having the experience it is important to keep pace with changing legislation and to enhance awareness. I have therefore embarked on relatively new qualification with the Chartered Institute of Insurance and to date I have earned my Diploma status and am well on the way to achieving a Chartered status.

By exceeding client’s expectations I have built a successful practice based entirely on recommendations.

I am married to Devinder and we have a daughter – Priya who has just started her ‘A’ Levels. My interests include travel, cuisine, sports and charity work. Family life is very important to me as well as helping those in need. Therefore I am an active member of Lions Club International. I am also involved in the local business community and a member of The Nottingham City Business Club (NCBC) and the British Indian Business Forum (BIBF).

What do you specialise in?
Mortgages,Occupational Pension Transfers, Equity Release and Home Reversion Plans, Wills and Trusts.

If you could offer one piece of financial advice to an individual, what would it be and why?
Make the most of the money you have and make sure all your financial goals are regularly reviewed.

Which areas of financial planning do you feel an individual should be addressing in the next 2 years?
Tax planing opportunities - Pensions, ISA's, IHT.

What is the most common mistake you find individuals make in financial planning?
They are not clear about goals and objectives and don't carry out regular reviews.

As an independent financial adviser what, for you, are the main benefits of being a part of Honister Partners Ltd?
Being able to tap into vast knowledge and expertise in all areas of financial planning.