Financial Planning Consultant, ACSI, MBA (INSEAD), in Purley
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.
I also help company directors or shareholders of limited companies to protect their 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.
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
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
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.
Purley
London
CR8
United Kingdom
Praveen is located in Purley and offers expert financial advice to suit your needs.
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
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 03 September 2025.
