Rakesh Parmar
Financial Planning Consultant, Chartered ALFBF in Leicestershire
A little bit about Rakesh
Rakesh is a Chartered Financial Planning Consultant offering financial planning for both corporate and private clients covering the majority of financial service products since 2003. He has extensive knowledge in Pensions, Investments, Wealth preservation, IHT planning and Long term care advice.
Rakesh has built up a wealth of experience in the industry over the years. His aim is to offer a bespoke individual service where he will strive to nurture long term relationships ensuring when your circumstances, needs and priorities change he can manage your wealth positively to deliver meaningful returns. He prides himself on delivering advice in an uncomplicated way in a language the client can understand.
He is a self-motivated, honest, trustworthy and very reliable with a proven ability in consulting in the majority of areas of financial planning. He is a Chartered Associate of the London Foundation of Banking and Finance.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
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An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
General Insurance
Home contents insurance, buildings insurance.
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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.
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