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 Institute of Banking and Finance.
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.
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An adviser’s insight
Enjoy the feel-good factor of a financial spring clean
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
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.
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.