Gate Capital Group

Independent Financial Adviser  Gate Capital Group, London, City and county of the city of london, EC2N 3AH
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Ravi Dadlani
Senior Wealth Planner

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
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.
C Smith, London
What were the circumstances that caused you to look for a financial adviser? Looking to invest my teaching AVC's on retirement. How did Ravi Dadlani help you? Helped me find a very competitive rate that took into account my recent health history Have you seen the outcome you were hoping for? Yes. The yearly sum would be better than had I not moved the money. What could they have done better? I was very happy with the deal and he has kept me up to date by phone and email.
Nick, London
What were the circumstances that caused you to look for a financial adviser? Consolidated 3 pensions. How did Ravi Dadlani help you? Ravi explains everything simply and clearly and answers all my questions - he’s a good listener too. Have you seen the outcome you were hoping for? Yes good outcome. What could they have done better? Nothing.
Annie, Surrey
What were the circumstances that caused you to look for a financial adviser? Securing advice on pension investments How did Ravi Dadlani help you? Explained in detail investment types and transferred to different scheme when thought appropriate. Have you seen the outcome you were hoping for? Yes very much. What could they have done better? Nothing always available when required.
Nicholas, Hampshire
What were the circumstances that caused you to look for a financial adviser? I needed to transfer my pension How did Ravi Dadlani help you? By advising me where to transfer my pension. Have you seen the outcome you were hoping for? Yes at the moment my pension fund is making money What could they have done better? Not sure he could have done anything better when i first spoke with Mr.Dadlani i needed to move my funds quickly and i think they are invested in a good place with his advice.
Stephen, Derbyshire
What were the circumstances that caused you to look for a financial adviser? Early retirement and pensions with different providers needing to be put in one place How did Ravi Dadlani help you? Excellent advice, listened to what I wanted and acted giving me option's and advice Have you seen the outcome you were hoping for? The outcome is extremely positive and I'm looking forward to a good future What could they have done better? I'm not sure Ravi could do any more he gave me excellent advice as well as keeping me informed about everything each step of the way, phone call's and email's
P Hill, London
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.
N Shah, London
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.
R Mirpuri, London
I found Ravi extremely welcoming and approachable. He also managed to provide some valuable insight and useful financial guidance.
A Bugden, London
“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.”
W Saunders, London
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.
G Diamond, London
What were the circumstances that caused you to look for a financial adviser? To pay off or pay most off my mortgage when i retire How did Ravi Dadlani help you? He advice me the best way to invest my money to get the best results Have you seen the outcome you were hoping for? yes slowly under the circumstances we live at the present time What could they have done better? My adviser couldn't do any better than what he is doing now
David, North Yorkshire
What were the circumstances that caused you to look for a financial adviser? Wanted to review my finances but had no contact with my old adviser for a few years. Gate capital contacted me at the right time and went from there How did Ravi help you? Ravi went through everything in fine detail, giving me plenty of options, making sure I understood everything that was being said. Have you seen the outcome you were hoping for? Yeah so far so good. What could they have done better? Nothing comes to mind, he stays in regular contact and they don’t push you into anything.
Alan, Cheshire
What were the circumstances that caused you to look for a financial adviser? I'm self-employed and needed some guidance and professional advice on finding the correct type of pension for myself and setting it up. How did Ravi help you? He found a personal pension to be best suited to my needs and then assessed my attitude to risk, which I agreed with. Have you seen the outcome you were hoping for? Yes, the pension has been set up without a hitch and I'm now contributing automatically to it each month. What could they have done better? Having was handled perfectly it's hard to find any points for improvement, Ravi was understanding and I felt reassured by his approach and attitude. He made a difficult task I was tackling much simpler and easy to navigate.
Matthew, Derbyshire
What were the circumstances that caused you to look for a financial adviser? To pay off or pay most off my mortgage when i retire How did Ravi help you? He advice me the best way to invest my money to get the best results Have you seen the outcome you were hoping for? yes slowly under the circumstances we live at the present time What could they have done better? My adviser couldn't do any better than what he is doing now
DAVID, Staffordshire
About us

Gate Capital Group is an independently owned financial services firm offering Wealth Planning, Investment Management and Trading services. We are FCA regulated and based in the City of London. We offer tailored financial solutions to our clients with an emphasis on both capital protection as well as risk adjusted returns.

The Gate Capital Wealth Planning team consists of seasoned professionals. It is guided by Ravi Dadlani, who has a 18 year professional career in the sector. We provide independent advice on packaged retail investment and insurance products (these include but are not limited to pensions, investment bonds, units, annuities, ISAs and savings plans) and structured investment products only.

Our priority at Gate Capital is to deliver financial peace of mind for our clients. We want to ensure that all our clients are free to live their lives confident in the knowledge that their finances are well looked after.

Our services

• Life Insurance, Critical Illness Cover & Income Protection
• Pensions (consolidation & transfers including defined benefit/final salary)
• Investments - ISAs, Onshore and offshore bonds
• Inheritance Tax Planning

Where to find us
Head office address: Gate Capital Group, 55 Bishopsgate, London, EC2N 3AH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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