Financial Planning Consultant DipPFS in London
I help my clients plan for a comfortable retirement, make the most of their investments, and protect their family's financial future. By taking the time to understand what matters most to each client, I create personalised financial plans that reflect their goals and help them feel confident and in control of their finances. My focus is on building long-term relationships, providing trusted advice and ongoing support to help clients achieve lasting financial security and peace of mind.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and 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.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
Ealing
London
United Kingdom
Bhavin offers expert financial advice to suit your needs, covering Ealing and surrounding areas
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.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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.
