Financial Planning Consultant DipPFS, Cert CII (MP) in Bromley, Croydon and surrounding areas
I provide clear, jargon-free advice that is tailored to each clients' individual circumstances and goals. I take the time to understand what's important to my clients and work alongside them to create a practical plan for the future they want.
Having experienced the benefits of good financial advice first-hand, I understand the importance of trust, honesty and long-term partnership. My goal is to help clients feel confident about their financial future by providing personalised advice and ongoing support every step of the way.
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.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
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.
Bromley, Croydon and surrounding areas
BR1
United Kingdom
Gill offers expert financial advice to suit your needs, covering Bromley, Croydon and surrounding areas.
Having experienced first-hand the difference good financial advice can make, I now help individuals, families and business owners make informed financial decisions and create plans that give them confidence about the future.
Whether you are approaching retirement, looking to organise your finances more effectively or simply want reassurance that you're on track, having a clear financial plan can help you make confident decisions about the future.
I believe that most people want confidence that their finances are organised and working towards the future they want. Whilst we can't predict what lies ahead, we can prepare for it through careful planning and informed decision-making.
Outside of work, I enjoy spending time with my family and friends and have volunteered with Girl Guiding for more than 30 years. I also serve as a Patient Safety Partner within an NHS Hospital Trust, helping to improve patient experiences and outcomes. Away from work, I enjoy music, sport and taking on new experiences.
Taking the first step, is often the hardest part. If you’d like to discuss your financial goals and see whether I can help, I’d be delighted to hear from you. It’s easy to get in touch to arrange an initial conversation and discover how a personalised financial plan could help you achieve your goals.
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 03 September 2026.
