Financial Planning Consultant ACSI in London
I’m dedicated to helping professionals, entrepreneurs, and business owners feel more confident on their investing journey. I specialise in investment, tax planning, protection planning (personal and business), and retirement strategies - always tailoring my approach to your unique goals and circumstances.
My work isn’t just about numbers, it’s about creating clarity and peace of mind. I’ve seen how the right financial strategy can lift a weight off my clients’ shoulders, giving them the freedom to focus on what really matters in their lives and businesses.
As an Associate Member of the Chartered Institute for Securities & Investment, holding the Level 4 Investment Advice Diploma, I bring both technical expertise and a collaborative mindset to every plan. I’ll work alongside you to design strategies that not only support your ambitions but also give you confidence in your financial future.
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.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Fixed rate deals, discounted, variable and flexible, capped and/or collared.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and 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.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
E14
London
United Kingdom
Nikita is based in London and offers expert financial advice to suit your needs.
Having run my own business, I understand firsthand the challenges that individuals and entrepreneurs face when balancing growth with financial security. This experience has given me a unique perspective on where people often need the most support - whether it’s protecting their business, making tax-efficient decisions, or planning for the future.
My approach starts with a simple conversation - an opportunity to understand your circumstances, priorities, and aspirations. From there, I carry out a comprehensive review of your finances, ensuring no stone is left unturned. The outcome is a tailored, tax-efficient financial plan designed to support you at every stage of life. I enjoy building long-term relationships, guiding clients through the ups and downs of their financial journey, and ensuring they make the right decisions at the right time. Whether you are an entrepreneur, a business owner, or a private individual looking to secure your family’s financial future, my role is to simplify the complex and provide clarity, so you can focus on what matters most to you.
Outside of work, I value time with my family and enjoy playing tennis and cycling. When my wife and I travel, I never pass up an opportunity to scuba dive.
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.
