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Jeevan Matharu

Financial Planning Consultant DipPFS in Leicester

A little bit about Jeevan

With over 15 years in regulated financial planning, I bring deep expertise and a clear, client-first philosophy. As a qualified adviser and author of three books, I also hosts a podcast exploring mindset, strategy, and personal development. Having helped many clients achieve confident retirements, my primary focus is retirement planning and long-term security. Outside work, I practice judo, enjoy hiking and scrambling, and share life with my two boxer dogs.

Find out more about me below.

Start the conversation

Let’s work together to see how professional financial advice could benefit you.
Contact me today

Understanding the Autumn Budget

Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.

Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.

For help understanding how the Autumn Budget could impact you, get in touch with me today.

Download now

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. Investing can help your money grow over time, but the value of investments can go down as well as up.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.
Ready to build your plan? Contact me using the details above.

Approver Quilter Financial Services Limited. October 2026.

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 Protection

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

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Jeevan's location

Leicester
Leicestershire
United Kingdom

I am Leicester Based but willing to travel for clients that need my assistance. That's the beauty of Leicestershire, it's centrally located with great travel links.

As a qualified financial adviser, I’ve supported countless clients in building confident, secure retirements by focusing on clarity, long-term thinking, and disciplined strategy. My approach to finance is simple but powerful: we reverse engineer the end goal. Instead of starting with products or assumptions, the first question is always “Where do you want to get to?” From there, every financial decision becomes intentional, aligned, and measurable.

Beyond financial planning, my passion for helping people think differently led me into writing, podcasting, and coaching. I’m the author of three books focused on mindset, personal development, and daily self-reflection — tools designed to help people take ownership of their decisions and direction. I also host a podcast that explores mindset, strategy, psychology, and personal growth, sharing practical insights that listeners can apply immediately to their own lives and businesses.

Whether through financial planning, self-help writing, podcast conversations, or one-to-one coaching, the mission is always the same: to give people clarity, confidence, and control over their future. Money, mindset, and strategy are not separate worlds — they are interconnected levers. When aligned properly, they allow individuals to move forward with purpose rather than pressure.

Outside of work, I practise judo, enjoy hiking and scrambling, and share life with my two boxer dogs — pursuits that reflect the same values I bring to my professional life: discipline, resilience, and steady progress over time.

Everything I do is built around one question: Where do you want to get to — and what’s the smartest way to get you there?

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

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.

3. On going check-ins, on your terms

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 04 February 2026.