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Ali Farzin

Financial Planning Consultant DipPFS, CeMAP®, CeRER® in Hove

A little bit about Ali

Financial advice can feel daunting but it doesn’t have to be. I’m a Quilter financial adviser helping people find clarity, confidence, and control over their finances. Whether you’re planning for retirement, getting onto the property ladder, or making your investments work smarter, I offer personal, down-to-earth guidance that puts your goals first. I believe great advice begins with trust, empathy, and a genuine connection.  

Based in Hove, working with clients across London and the South East.

Find out more about me below.

Start the conversation

Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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Services

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Deals

Fixed rate deals, discounted, variable and flexible, capped and/or collared.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Certificate in Mortgage Advice and Practice - Level 3

  • CeMAP is the benchmark qualification for individuals aspiring to become mortgage advisers. It gives the skills, knowledge and certifications to deliver mortgage advice and practice.

Certificate in Regulated Equity Release

  • Develops specialist knowledge to understand different customer needs and to be able to advise on the different types of equity release products and the risks and benefits associated with taking out a scheme.

More about me

Financial advice can feel daunting but it doesn’t have to be. I’m a financial adviser Quilter Financial Advisers, focused on helping people gain confidence and clarity around their money - whether they’re planning for retirement, aiming to step onto the property ladder, or looking to make their investments more efficient.

What I enjoy most is solving problems and being there when it matters. I genuinely care about my clients and take pride in going the extra mile - whether that’s crafting a tailored financial plan or sending a thoughtful message they didn’t expect. If someone gives me the opportunity to hear their story, I see it as my responsibility to prove that they made the right choice in trusting me. My belief is that financial advice should feel reassuring, not overwhelming. It’s not just about money - it’s about understanding people, meeting them where they are, and showing empathy without judgment. I want clients to feel supported, comfortable asking questions, and confident that they're being looked after with honesty and expertise.

With CeMAP and CeRER qualifications, along with a degree in business and finance, I combine technical insight with a compassionate, down-to-earth style. And when I’m not advising, you’ll probably find me playing chess, unwinding in nature, or bingeing a good series.

Whether you're based in London, Brighton, or anywhere in between (or beyond), I'm here to help you feel confident about your finances. From retirement planning and tax efficiency to property goals and smart investments - I offer clear, tailored advice that fits your life. We can meet face-to-face or online, whichever works best for you. Get in touch today to start a conversation that puts your financial goals first.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.