Financial Adviser DipFA, CeMAP®, CeRER® in Manchester
I am a highly experienced adviser within the financial services sector, with over 10 years’ experience in providing high quality advice, delivered in an easy-to-understand way to clients from all walks of life. I specialise in making use of all allowances and exemptions to make my clients as tax efficient as possible. As well helping my clients to plan and implement the retirement that they desire. I build life-time relationships with my clients, and ensure that no matter what happens, I am there to guide them through their financial journey with confidence.
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.
First time buyers, remortgages, buy-to-let.
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.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Tydesley
Manchester
United Kingdom
Parvesh is located in Tydesley, Manchester, but also covers the whole of the UK offering expert financial advice to suit your needs.
Many people think that you need to be rich or have a lot of money to use the services of a Financial Adviser, and this is just not true – Financial Advice comes in all shapes and sizes and my role is to ensure that all my clients are treated the same way as each other – no matter their net worth.
All people want the same thing, they want to pay as little tax as possible, and they want to have the means to cover life’s expensive moments, like a dependant’s first mortgage deposit, or paying for a wedding – without it wiping out your savings. Well, here’s where I can help. I cover all aspects of financial advice; I look to protect what you have if the worst happens to you or a loved one. I then aim to help build wealth, whether that be for personal growth, or to save for a dependant’s life event. I help plan for retirement, make sure that you are on track to have the retirement that you want. I also help to ensure that your assets are passed down to your dependants as tax efficiently as possible.
What do you have to lose – speak soon. Parvesh
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.
