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Praveen Mahadani, MBA (INSEAD)

Financial Planning Consultant, ACSI, in Purley

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.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

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.

Qualifications

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.

Location

Praveen's location

Purley
London
CR8
United Kingdom

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

More about me

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 Financial Services Ltd & Quilter Financial Ltd on 03 September 2025.