Financial Planning Consultant Chartered MCSI, MBA in London
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.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 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.
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.
Home contents insurance, buildings insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
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.
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.
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.
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.
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.
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).
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 01 August 2022.
