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Jagdeep Singh

Financial Planning Consultant ACSI in Pinner

A little bit about Jagdeep

With over 15 years of experience within the financial services sector, I have served as a financial adviser with esteemed organisations such as Perspective, Prudential, Lloyds Bank, and NatWest Private Clients (Coutts). I specialise in providing expert guidance in retirement planning, investment planning, protection planning, and estate planning. I am dedicated to helping clients and their families achieve their financial aspirations, providing reliable advice as their financial needs develop over time. Clients can trust that they have a dependable advisor guiding their financial future.

Please feel free to contact me today to discuss your financial future. You can give me a call on 07342 412630.

Find out more about me below.

Start the conversation

Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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Services

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.

Qualifications

Diploma for Financial Advisers

  • The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.

Certificate in Mortgage Advice

  • The Certificate in Mortgage Advice (Level 3) meets the FCA standards for mortgage advisers. It develops an understanding of the sector and the mortgage process, and enables advisers to meet individual client needs.

Location

Jagdeep's location

Harrow
United Kingdom

Jagdeep is located in Harrow and offers expert financial advice to suit your needs.

Testimonials

Sheila

Jagdeep was extremely efficient and gave me really helpful advice. He looked at everything I sent him and if he needed more information he asked. He analysed my situation and gave me the options and what the implications were for each. I couldn’t recommend him highly enough. Thank you Jagdeep.

More about me

My areas of expertise encompass holistic financial planning, which involves creating a financial strategy that integrates all facets of your financial life. Additionally, I specialise in pension and retirement planning to ensure you are well-prepared for a comfortable future, as well as investment planning aimed at growing and preserving your wealth. Furthermore, I provide advice on inheritance tax and estate planning, thereby ensuring your family’s financial stability across generations. I am also adept at offering protection services to secure your income and safeguard your loved ones.

I am committed to assisting clients in achieving their financial goals through effective planning strategies. This process begins with an 'initial meet & greet' where we will become acquainted, enabling me to understand how best to support you moving forward. We then conduct a comprehensive financial review to examine all aspects of your personal finances, ensuring I have the necessary information to create a tailored, targeted, and tax-efficient financial plan that aligns with your objectives.

Furthermore, we will continually review your plan to ensure it remains effective, adjusting together as needed when circumstances change. My approach is grounded in establishing strong, long-term relationships by thoroughly understanding my clients' needs and priorities. I strive to ensure that any financial planning strategies continue to align with your objectives as your circumstances evolve.

Beyond my professional obligations, I allocate my leisure time to spending quality moments with my wife and two young daughters and engaging in enriching travel experiences.

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.