Uday Vartak
Financial Planning Consultant DipPFS, CIPM in Surrey
A little bit about Uday
For me, money has never just been about numbers - it is about freedom, security, and choice. It is about building a life shaped by your goals, values, and priorities.
As a financial adviser, I help individuals and families take control of their finances with clear advice and personalised planning. Whether you are looking to grow wealth, protecting what matters most, or preparing for life’s key moments, I will help you navigate complexity and move forward with clarity and confidence.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
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
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 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
Uday's location
Ewell
Surrey
KT19
United Kingdom
Uday lives in Ewell and offers expert financial advice to suit your needs in various districts and boroughs of Surrey. I also offer services in the following postcodes: SM, CR, RH & SW.
More about me
With over 16 years of experience working with some of the UK’s leading insurance and investment businesses, I now bring that insight and discipline to personal client relationships - helping you plan with clarity and purpose. A better financial future does not happen by chance, it happens by choice. It happens when you take action. Your goals deserve more than good intentions - they deserve a plan. Let us start that conversation.
Outside of work, you will often find me on a tennis court or in the kitchen experimenting with Asian inspired dishes. I live in Ewell and advise clients in various districts and boroughs of Surrey and surrounding areas.
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.