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Inderjeet Singh

Financial Planning Consultant Chartered MCSI, MBA in London

A little bit about Inderjeet

I am an experienced and qualified financial advice professional. Since 2013, I have gained expertise in managing individual and business clients to provide bespoke financial planning and private wealth management services. Having worked in the UK and India with organisations like SJP and Citibank, I have always followed a client-focused approach coupled with a great service proposition.

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.

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.

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.

General Insurance

Home contents insurance, buildings insurance.

Income Protection

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

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.

CISI level 6 Certificate in Private Client Investment Advice & Management

  • Private Client Investment Advice & Management enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.

Ms L D S

I had been toying with the idea of getting some expert advice to help get my finances in order. Retirement for me was playing heavy on my mind and I needed to have the best advice with regards to staying or leaving employment for early retirement. I needed advice on this and other financial matters in order to get my life back on track.

I was then introduced to Inderjeet Singh who has helped me understand more about my pension and financial options for early retirement and how I could improve financial status with my current pensions and pensions that were not getting the attention they needed.

Thanks to Inderjeet I am in a much better financial position with my pension status and other areas. I was so confident with the advice given due to Inderjeet’s professionalism and attention to detail that he has shown me throughout our appointments and meetings, so much so that I have spoken to my husband and one other colleague for Inderjeet to work with them too.

 

G. S Domah

Following recommendation by the Royal College of Nursing (RCN) to aid NHS Staff in financial planning and advice, I had the pleasure to discuss my financial plan with Inderjeet Singh.

From our first meeting, Inderjeet could not have been more welcoming and professional in his approach. He took time to understand my financial situation and that of my family long term goal and plan. Inderjeet patiently explained at length the various financial planning options, potential outcomes as well as balancing risk. He was able to answer all my queries clearly and professionally, he has a sound understanding of the financial markets and is well verse and knowledgeable when it comes to NHS pension. After various explanatory meeting to iron out any minor queries, he came up with a long term financial plan that meet our aspiration. I felt comfortable to trust his advice and I have made financial planning/ Investment for myself and my family.

I would highly recommend Inderjeet service to anybody who would like financial advice and investment planning including pension planning.

D. Kathuria

My interaction with Inderjeet came from having requested support from a financial advisor via the Quilter website.  I was very fortunate to be assigned Inderjeet as my advisor who very attentively listened to the requests of both my wife and myself.  Throughout the process there was no attempt to sell us anything and Inderjeet very diligently sign posted the options available us.  Inderjeet made us feel very comfortable and very quickly build rapport and trust with us.

We are delighted to work with Inderjeet.  His support to date has been professional, timely and he has kept us up to date with the progress through each stage of our interaction.  He took care of all the relevant paperwork and transfers and has managed this so seamlessly well.  Inderjeet is very responsive and we would highly recommend him and have done to our network.

M. Keenan

I have been given financial advice by Inderjeet for just over a year. Putting together a financial plan was a painless process, having been given advice and direction while allowing me to make my own decisions

I am more than happy with the outcome after one year and look forward to the benefits of working with him going forward.

Ben T.

Inder has been our financial advisor for the last year and has been brilliant.

The process for assessing our investment strategy was straight forward and well explained. Inder has kept us updated regularly and the six month portfolio review was really insightful. He's also helped with our retirement planning and saved us money on our life insurance and income protection coverage. Overall it's been a pleasure working with him and I couldn't recommend him enough.

Inderjeet's location

London
E16
United Kingdom

Inderjeet is located in London and offers expert financial advice to suit your needs.

I work closely with senior professionals, business owners, and entrepreneurs to help achieve their complex financial goals in the most efficient manner. My key areas of advice include tax-efficient investments, pensions & retirement planning, protection, and insurance solutions. I am a Chartered Member (MCSI) of the Chartered Institute of Securities and Investments (CISI). My qualifications include a Level 6 Private Client Investment Advice and Management (PCIAM), Level 4 Investment Advice Diploma (IAD) and a Master's Degree in Business Management (MBA).

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.