Financial Planner, Chartered MCSI in London
I am a Financial Planner at Quilter Financial advisers, helping individuals and families build the financial future they want with confidence and security.
I provide holistic, tailored financial advice across investment planning, retirement planning, protection, and tax-efficient wealth planning, ensuring each recommendation is aligned with my clients' personal goals and circumstances.
I believe financial advice should be personal, straightforward, and built on lasting relationships. My aim is to support clients through every stage of life, helping them make informed decisions and achieve long-term financial peace of mind.
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
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.
London
United Kingdom
Kritesh is located in London and offers expert financial advice to suit your needs.
I believe financial planning is about helping people make confident decisions about their future. Good advice to me, starts with understanding a client’s goals, priorities and circumstances, and then building a clear plan to help them achieve what matters most to them. My aim is to provide straightforward, long-term guidance that can adapt as life and plans change.
Outside of work, I enjoy staying active through sport and spending quality time with family and friends.
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 21 August 2026.
