ABOUT US


Whether you are an entrepreneur, private investor or wealthy individual, Kubera Wealth believe that progression dictates the need for you to change the rules about how we help you build, preserve and manage your wealth.

We want to understand your aspirations, whether investing in equity markets or satisfying a passion for classic cars or contemporary art, and to attain an implicit understanding of your individual needs.

In today's complex financial world, the advice you receive must go beyond the realms of merely sharing information and giving you access to a superior insight and considered opinions. The simple truth is that Kubera Wealth aim to equip you to make better-informed decisions and plan for your future with more confidence and certainty.


OUR PEOPLE


Stuart Poonawala

Managing Director and Senior Strategic Planner


What I do: I have a passion for business, coaching and for helping my clients evolve and build bigger futures. Using my creativity I help them to solve problems and move forward with both their personal and business aspirations. My favourite things: Personal development, my family, and anything related to golf, cricket, fast cars, photography and design.

Graeme Cowie

Director


What I do: I build trusted and collaborative relationships with our team of professional partners. My favourite things: I am a lifelong follower of Dunfermline Athletic FC, love cooking and entertaining, and can be found most weekends on Knebworth golf course lamenting my swing!

Adam Young

Senior Strategic Financial Planner and Estate & Trust Executive


What I do: I provide strategic financial planning to entrepreneurs, financial professionals and family businesses across all elements and phases of one's life journey – co-ordinating and bringing together a comprehensive plan. My favourite things: Wine, art, rugby, sailing, travelling and spending time with my partner and daughters.

Chris Salacinski

Strategic Financial Planner


What I do: I work with our clients on the Wisewealth® program, helping them to understand their goals and ambitions and how their asset base can help them achieve these. My favourite things: I enjoy spending time with my wife and my sons, and occasionally manage to get out on the golf course.

Dave Barnard

Compliance Manager


What I do: I ensure that everything at Kubera is completed compliantly and correctly – I wield the big stick! My favourite things: My family, QPR and Yorkshire Cricket Club, but I also enjoy eating out and travelling, especially around the UK.

Kelly Kular

Executive Assistant to the Directors


What I do: As a well organised, positive and motivated person, I look after and manage the Directors' activities, diaries and also manage all seminars and events at Kubera. My favourite things: I love to travel, spend time with my 3 daughters, socialise and take my German shepherd on long walks.

Kellie Lewis

Client Relationship Manager


What I do: As a positive person I enjoy personal interaction with clients, looking after their financial needs and supporting our Financial Planners. It is very important to me that I can deliver exceptional client service. My favourite things: I enjoy walking and keeping fit, spending time with my family, and good food.

Declan Doolan

Financial Planning Manager


What I do: In my two part role I am right hand man to Stuart and assist him with the day to day management of his clients and their needs. The second part of my role is to assist Graeme with our High Net Worth Life Insurance proposition, the Wealth Preservation Plan™. My favourite things: Burning through my annual leave to travel the world, football (which involves a tragic obsession with Liverpool Football Club) and all sorts of live music.

Daniel Hawes

Client Relationship Officer


What I do: I am currently responsible for the administration of our clients wealth management and am also training to become a ‘para-planner,’ preparing, researching and processing the in depth reports that accompany the high quality advice we give to our clients working alongside Stuart and Graeme, I hope to become a regulated adviser in the future. My favourite things: I enjoy going to the gym, eating out and socialising.

Billy

Office Guard Dog


What I do: I look after the security at Kubera and ensure that everyone gets to pet and make a general fuss of me when I am in the office. My favourite things: I like to eat, sleep, chase balls and bark at the postman.

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Contact us



Tel: +44 (0)20 8868 8886
Email: info@kuberawealth.co.uk

Kubera Wealth
39 High Street
Pinner
Middlesex HA5 5PJ
United Kingdom