Aryan Chopra
Financial Advisor
Profile Summary
I’m Aryan, an Independent Chartered Adviser and the Managing Director of Bedrock Private Wealth Ltd. I’ve spent over 15 years in the financial industry across Canada, the US, and the UK, helping clients achieve their personal and professional financial goals. My journey started as a young Air Cadet in the Canadian Air Force, and along the way, I earned a gold medal in Pascal, a Computer Science degree from Queen’s University, and an MBA in International Business and Finance from the University of London. I’ve had the privilege of working in private equity, advising CEOs, senior executives, business owners, and high-net-worth clients. My approach is highly personalised: I take time to understand your ambitions, motivations, and challenges to craft strategies that deliver positive outcomes. Outside of work, I enjoy coaching young kids on finance and investments, helping them become financially literate and independent.
Investment & Financial Services Offered
Investments and Savings
Aryan helps clients potentially grow their savings with a wide range of investment options, including equities, funds, and bonds. Strategies are tailored to each client’s goals, risk tolerance, and long-term plans.
Pensions
He assists clients in planning for a secure and comfortable retirement, whether starting a new pension, reviewing contributions, or evaluating existing arrangements to meet future goals.
Retirement Income (Annuities & Drawdown)
Aryan provides guidance on retirement income options, helping clients understand and compare annuities and drawdown strategies to create a sustainable income plan for their retirement.
Inheritance Planning
He supports clients in planning their estates, understanding inheritance tax implications, and managing or accessing inheritances efficiently to preserve wealth.
Insurance and Protection
Aryan advises on life cover, critical illness cover, and income protection, helping clients safeguard their financial wellbeing and protect their families.
Who Aryan Chopra Works With
Aryan works with CEOs and senior executives, helping them create strategic financial plans that align with their professional goals and personal aspirations. He focuses on providing clarity and long-term security for complex financial situations. He also advises business owners, supporting them with exit planning, succession strategies, and wealth optimisation. Aryan ensures that every plan considers both business and personal financial objectives. High-net-worth individuals are another key client group, including US citizens residing in the UK and international clients, whether or not they hold an investor visa. He tailors strategies to meet each client’s unique circumstances. Additionally, Aryan works with clients interested in ethical, ESG, or Sharia-compliant investments, helping them grow and protect wealth while staying aligned with their values and principles.
Investment Philosophy & Approach
Aryan’s investment philosophy is centred on personalisation, long-term growth, and responsible investing. He believes in building portfolios tailored to each client’s goals, risk tolerance, and time horizon, whether that’s for wealth preservation, growth, or strategic exit planning. He actively incorporates ESG and Impact investing principles, and is qualified to advise on Sharia-compliant investments. Aryan emphasises careful research, diversification, and continuous monitoring to ensure that investments remain aligned with client objectives while mitigating risks effectively.
Fees & Charging Structure
My fees are transparent and agreed with you before any advice is provided, so you always understand the cost and the value you receive. Depending on the services required, fees may include: Initial advice fee – A one-off fee for reviewing your circumstances, researching solutions, and providing personalised financial advice. Ongoing advice fee – An agreed fee for continued guidance, regular reviews, and support to keep your financial plan on track. Investment-related fees - Where applicable, fees may be based on a percentage of funds under advice or a fixed amount, all clearly explained upfront. All fees are confirmed in writing before work begins, ensuring full transparency and no surprises.
Areas Served
United Kingdom nationwide, Willing to travel to meet clients up to 80 miles from W1S 4PN.
Frequently Asked Questions
What type of clients do you advise?
I work with CEOs, business owners, high-net-worth individuals, and international clients, tailoring advice to their professional and personal circumstances.
Do you provide advice on international investments?
Yes. I advise US individuals living in the UK as well as international clients on investment strategies, including those with investor visas.
Can you help business owners with exit planning?
Absolutely. I specialise in advising business owners on strategic exit planning, ensuring their wealth is protected and optimised during transitions.
Do you offer ESG or ethical investment options?
Yes. I actively incorporate ESG, impact, and Sharia-compliant investment strategies where appropriate, based on client values and objectives.
How do you approach investment risk?
I create portfolios aligned with each client’s goals and risk tolerance, focusing on diversification, research, and long-term growth while actively managing risk.
How can I start working with you?
The first step is a consultation to discuss your ambitions, goals, and current financial situation. From there, I can craft a personalised strategy tailored to your unique needs.