Financial Planning Consultant ACSI in Pinner
I run a financial advice practice that supports people who feel unsure about their financial decisions and want greater clarity, confidence, and control over their money. Many of my clients come to me feeling overwhelmed or uncertain about whether they are doing the right things. My role is to simplify the complex and help them make decisions they can genuinely feel good about. Rather than focusing on products, I focus on long term planning and practical strategies that support the life you actually want to live. I take the time to understand your goals, values, and priorities, then provide personalised, transparent, and actionable advice tailored to your unique situation.
Whether you are planning for the future, navigating a major life change, or simply want to feel more in control of your finances, my aim is to give you the clarity and confidence to move forward with purpose.
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.
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.
Harrow
United Kingdom
Jagdeep is located in Harrow and offers expert financial advice to suit your needs.
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.
With over 15 years of experience in the financial services sector, I specialise in Holistic Financial Planning - helping clients build a clear, integrated strategy that brings every part of their financial life together.
My expertise covers all key areas of long-term financial wellbeing, including:
Great financial advice goes beyond products. It is about understanding your life, your priorities, and the future you want to create. My approach is personalised, transparent, and practical designed to give you clarity, confidence, and control over your financial decisions. If you are looking for a financial partner who listens, explains things clearly, and puts your long-term wellbeing first, I would be happy to help.
Alongside my professional responsibilities, I make it a priority to invest my free time in family life and enriching travel experiences.
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.
