Skip to main content
Search

Rakesh Parmar

Financial Planning Consultant, Chartered ALFBF

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

Contact me today

Rakesh can help you with

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, 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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 04 December 2023.