
Sundeep Sindhu
Financial Planning Consultant DipPFS’ in the West Midlands
A little bit about Sundeep
I am a qualified financial planner through the Chartered Insurance Institute and provide personally tailored financial advice to businesses, families and individuals. Having worked in financial planning for over a decade, I have built up a wealth of knowledge and experience which can benefit you in the following ways:
- Helping you to get the most out of your pensions and retirement planning
- Ensuring you and your family are financially protected in the event of sickness, injury and death.
- Investment Advice.
- Reducing your tax liability in a legal and ethical manner.
I provide peace of mind that your finances are organised in the way that suits you, your family and your business.
Start the conversation
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
General Insurance
Home contents insurance, buildings insurance.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
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.
Qualifications

Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Location
Sundeep's location
Birmingham
West Midlands
B20
United Kingdom
Sundeep is located in Birmingham and offers expert financial advice to suit your needs across the West Midlands and London.
More about me
I began my career as Maths teacher after completing a Mathematics degree. After deciding the classroom environment wasn't for me, I entered the financial planning industry, where I’ve spent the last 10 years, bringing an analytical and methodical approach to my clients financial planning needs. I understand the importance of financial planning advice and how much value a professional who puts their client’s needs first can bring. When first entering the industry, my first boss and financial planning mentor explained to me that: “if you treat every client the way you would want your parents to be treated by a financial planner, you will have a long and successful career” and that is very much the ethos I have kept throughout my career. I therefore take the time to get to know my clients and devote my energy to analysing and optimising their financial planning position and ensure they are not making expensive financial mistakes. Your financial planning position can include a number of areas such as:
- Retirement Planning – Do you understand your current Pensions?
- Protection – Financially protecting you, your family and your business against unexpected Life events.
- Investment Advice – Are you investing in a diversified portfolio which reflects your appetite for risk?
- Savings and Debt advice – Are you getting the right interest rate?
- Estate Planning – Have you looked at your Will? Would you like to invest on behalf of your children?
- Tax – Legally and Ethically reduce your tax liability. Take advantage of tax-free allowances.
Having an experienced professional review all of these areas on a regular basis, can add an immense amount of value to your financial position over time and prevent you from making expensive financial mistakes. A report in 2017, completed by the International Longevity Centre (ILC), showed that Brits who took professional financial advice enjoyed an average increase in their assets of nearly £48,000 after 10 years, compared to those who took no advice.
Whilst I am able and enjoy helping clients from all backgrounds, I specialise with business owners, who I believe have an even greater need for financial planning advice. As an experienced business owner myself, I intimately understand the challenges of the self-employed and enjoy using my expertise and experience to improve outcomes. Outside of work, I enjoy spending time with my wife Prani and our young daughter, Leonie. My wife is from Valencia in Spain and we therefore enjoy spending time travelling around Europe, when not at work.
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.