What our clients say
Given the complexities involved with pensions, I sought advice from Ravi about my pension options as well as advice about how much I could contribute annually in a tax efficient way given I had recently become self employed. I found that Ravi went the extra mile to understand my circumstances and objectives and provided sound advice. The client service was exceptional and I would recommend him as an adviser.
I have utilised Ravi Dadlani and the team at Gate Capital for various aspects of wealth and pension planning over the past 2 years and would highly recommend them. They continually provide invaluable wealth advice and services that eclipse that of previous providers I have used. Above all, the single most impressive aspect of their service offering is the high degree of integrity they have applied during each and every one of my interactions with them.
“I heartily recommend Ravi as the kind of Independent Financial Advisor that everyone wants; in providing me with a range of advice from pensions, insurance and most recently a mortgage he has proved to be knowledgeable, as expected, but also very clear in his explanations, good company and most importantly for someone in a position of such trust: truly, ungrudgingly independent.”
I found Ravi extremely welcoming and approachable. He also managed to provide some valuable insight and useful financial guidance.
“As part of our ongoing review to improve our organisational health at Defected Records, we have connected with Gate Capital who offer our staff financial solutions. Across their financial, insurance and investment advice & guidance, a number of our staff are much happier within their personal circumstances. The early feedback since working together has been excellent.”
Ravi was fantastic. Very laid back, informative, knowledgeable. I met with him personally and found the session very useful and he gave me things to start thinking about in terms of my own personal financial situation. Our employees all seemed to get a lot out of the informational meetings.
• Over 100 years of accumulated investment experience
• Independent financial services boutique
• Tailored financial solutions with an emphasis on both capital protection and risk adjusted returns
• Pension, ISA’s, Life Cover, Options, Trading
• Financial peace of mind for our clients
• Life Insurance
• Critical Illness Cover
• Income Protection
• Peer to Peer Lending
• New Pensions
• Pension transfers including Final Salary/Defined Benefit Schemes
• Inheritance Tax Planning
• Trust Structures