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Bhavin Bharadwa

Financial Planning Consultant DipPFS in London

A little bit about Bhavin

Based in Ealing, West London, I service a client base nationwide. I offer holistic financial planning, working with my clients to build realistic financial goals and implement a plan to achieve these goals. I am an experienced professional, with 15 years experience in financial services working for global institutions.  

Find out more about me below.

Start the conversation

Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

An adviser’s insight

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

Services

Holistic planning

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

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.

Income Protection

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

General Insurance

Home contents insurance, buildings insurance.

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.

Location

Bhavin's location

Ealing
London
United Kingdom

Bhavin offers expert financial advice to suit your needs, covering Ealing and surrounding areas

More about me

I help individuals and families gain clarity and confidence in their financial decisions, both now and for the future. With over 15 years’ experience in financial services, I bring a balanced approach that combines strong technical expertise with a genuine commitment to building long-term, trusted client relationships.

My background spans a variety of client-facing and leadership roles, giving me a deep understanding of the financial challenges people face at different life stages. I am committed to continuous professional development to ensure my clients benefit from up-to-date knowledge and well-informed advice. This includes completing the Chartered Financial Analyst (CFA) exams, the Certificate in ESG Investing, the Investment Management Certificate (IMC), and most recently the Diploma in Regulated Financial Planning (DipPFS).

As a Financial Planning Consultant, I take the time to understand what matters most to each client and what they want their future to look like. I provide holistic financial planning, helping clients set realistic goals and develop a clear, structured plan to achieve them. My advice covers a broad range of needs, including investments, protection, retirement planning, and estate planning, always tailored to individual circumstances.

Clients value my attentive, detail-oriented approach and my focus on creating plans that are both practical and adaptable as life changes. My aim is to give clients confidence, clarity, and peace of mind, knowing they have a strategy in place to support their long-term financial wellbeing.

Outside of work, I am very family-orientated and enjoy spending time with my young children. Staying active through the gym and a variety of sports, along with my love of travel and discovering new cultures and cuisines, helps keep me energised and balanced. I bring this same enthusiasm and commitment to working with my clients and supporting them on their financial journey  

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 Financial Services Ltd & Quilter Financial Ltd on 06 February 2026.