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Jasbir Singh

Financial Planning Consultant DipFA

A little bit about Jasbir

Jas works in the financial services sector delivering high level financial planning advice to families, city professionals, business owners and entrepreneurs across many industries.

He is committed to offering his clients tailored solutions to help build and preserve the wealth of his clients. He believes that advice should always be delivered with a high degree of professionalism and integrity.

His primary focus is in designing bespoke strategies to help his clients achieve their individual financial goals, providing expert advice on retirement objectives, pension switch, investments goals, protection needs, estate planning*.

*Estate planning Is not regulated by the Financial Conduct Authority.

Previously, Jas has worked with a London based Financial Planning firm and was responsible for building relationships with large fund and asset institutions, such as Lion-Trust, Brewin Dolphin, Baillie Gifford, to name a few.

His charitable work focuses on The Parkinson’s UK foundation.

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Jasbir can help you with

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.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income

Permanent health insurance (aka income protection).

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate 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.