Skip to main content
Search

Praveen Mahadani, MBA (INSEAD)

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

A little bit about Praveen

The ultimate aim of my work is to help you become financially independent in money matters. Whether it is building robust pension, Inheritance & estate planning or living a comfortable life in retirement, I ensure financial freedom becomes a lasting asset for you.

If you are the company director or shareholder of a limited company, I can also help protect your business from unknowns with specialist solutions such as shareholder protection insurance, key person cover and relevant life insurance – thereby ensuring that the business you have worked so hard to build continues to flourish.

Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

An adviser’s insight

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. April 2026.

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 Financial Planning (Level 6)

  • The CISI Level 6 Diploma in Financial Planning from the Chartered Institute for Securities & Investment is an advanced graduate-level qualification.

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 IT industry for financial services clients. As a family, while we had comfortable life style, we had no savings even in our early forties.

Then I lost my job due to redundancy.

At that point, I had no investments/ savings, 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, ensure their business is protected, plan for a comfortable retirement and pass on wealth to the next generation – in the most tax efficient ways possible.

In my free time, you can find me volunteering with Age UK, in a yoga class or on a tennis court. I live in outer London (Purely, Surrey) and advise clients in/ around London & Surrey

Testimonials

Mali (5 star)
Praveen was respectful at all times and ensured that our understanding of what was being relayed was clear through each steps. He was insightful and knowledgeable and importantly for me, kind.
Rachel (5 star)
The meeting with Praveen was very helpful and informative. I gained a lot of useful information which will help to enable me to make wise financial decisions.
Chirag (5 star)
Praveen has been great in providing advise, right guidance and help to understand how we can do wealth and most importantly inheritance tax planning. He seems to be very knowledgeable which enables him to understand our personal circumstances and guides according to our needs. I would highly recommend him.
Eugene & Tanya (5 star)
Our experience with Praveen today was very positive. The session was informative, and everything was explained clearly. Questions that we were unable to answer ourselves or areas where we needed further clarification were addressed thoroughly. Praveen provided clear explanations and helped us gain a much better understanding.
Julia (5 star)
Lovely man, easy to talk to, knowledgeable, didn’t make feel daft for not understanding pensions.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

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.

3. On going check-ins, on your terms

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 03 September 2025.