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Praveen Mahadani

Financial Planning Consultant, MBA (INSEAD), ACSI, in London

A little bit about Praveen

The ultimate aim of my work is to help you become financially independent and self-assured in money matters. Whether it’s building a robust pension pot, looking to maximise the benefits of tax wrappers, inheritance planning through trusts or living a comfortable life in retirement, I ensure financial freedom becomes a lasting asset for you.

While I can help anyone with a financial need, I specialise in working with individuals & company directors from ICT (Information & Communication Technologies) functions – employees as well as IR35 contractors - given my own background in this industry.

I also run free workplace educational seminars & surgeries to help employees understand financial & pension matters. If you wish to organise these sessions at your workplace, please contact me.

You can find more about me below.  

Find out more about me below.

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There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

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What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

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 Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

Praveen's location

London
SE1
United Kingdom

Praveen is located in London and offers expert financial advice to suit your needs.

I came to the UK almost 25 years ago from India to work in the ICT industry for financial services clients. As a family, while we had a comfortable life style, we had no savings even in to our early forties. Then I lost my job at the age of 45 due to redundancy. At that point, the only assets we owned were a mortgaged house and savings in a deposit account. We had no investments, no pension and no provision for replacing lost income. While I was lucky to find another job, this was a wake-up trigger for me to start thinking about financial independence for my family.

It is my mission to ensure that you do not suffer with the same handicap. I now help individuals & company directors build their wealth, plan for a comfortable retirement and pass on wealth to the next generation – in the most tax efficient ways possible. My client engagement approach is simple & jargon-free - enabling clients to navigate topics like investment strategies, tax-efficient savings and effective retirement & inheritance planning with clarity and confidence.

In my free time, you can find me volunteering with Age UK, in a yoga class or on a tennis court. I have a grown-up daughter as my only child, who finds me quite irritating. I live in outer London (Purely, Surrey) and advise clients in and around London & Surrey.

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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 03 September 2025.