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Dev Panesar

Financial Adviser ACSI in Leicestershire

A little bit about Dev

I'm a qualified Financial Adviser with over 10 years’ experience in financial services and a strong passion for helping people achieve their financial goals. My specialisms include pensions, ISAs, investments, cashflow forecasting, saving for your children, retirement planning and tax planning. I am known for my warm and friendly personality and I enjoy hearing about my client’s background, values and passions.

Find out more about me below.

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There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
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What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

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.

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

Dev's location

Market Harborough
Leicestershire
LE1
United Kingdom

Dev is located in Leicester and offers expert financial advice services to suit your needs.

I like taking a holistic approach to financial planning, utilising a wealth of knowledge and experience of financial products and tools, to produce quality financial plans for my clients. I treat my clients like the individual people they are, putting their interests and needs first and developing lasting relationships.

In my spare time, I like to enjoy quality time with my family, friends, nieces, nephews and my dog Alfie. I am happy both enjoying a day out somewhere or cosying up indoors. I also love my food! - I am always enjoying the delights of different cuisines with a passion for home cooking. I look after myself by going to the gym, clean eating (mostly!), practicing some yoga and tai-chi, which all encourages my general wellbeing for a strong mind and a positive attitude.

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 04 December 2023.