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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.

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.

Find out more about me below.

Start the conversation

Let’s work together to see how professional financial advice could benefit you.
Contact me today

An adviser’s insight

Understanding the Autumn Budget

Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.

Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.

For help understanding how the Autumn Budget could impact you, get in touch with me today.

Download now

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. Investing can help your money grow over time, but the value of investments can go down as well as up.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.
Ready to build your plan? Contact me using the details above.

Approver Quilter Financial Services Limited. October 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.