Quilter Financial Advisers Limited

Restricted - Whole of Market  3 Heol Tre Forys, Penarth, CF64 3RE
First meeting at adviser's own cost
I have over 15 years’ experience in the Financial Services Industry, the majority has been spent delivering face-to-face advice and building long term relationships with clients.
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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Stakeholder
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Buy my next home
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Buying first home
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Dinesh Bharwani
About us

I have proven and recommended expertise in providing tailored advice on many areas, including:

• The NHS Pension Scheme
• Pension Taxation
• Group Locum cover
• Partnership Agreements
• Estate & Inheritance Tax Planning
• Savings and Investments
• Protection Needs – Including Life, Critical Illness, Income Protection
• Mortgages

Whatever stage you are at in your career or even in retirement you can rely on me to help you plan your finances and ensure you continue to maintain your standard of living throughout your lifetime.

It’s not about an investment or pension plan etc, it’s about my clients & their families being able to maintain their lifestyle they want now and in the future.

To arrange an informal initial no-obligation financial review, please email me on <email address hidden>

Our services

Since joining Quilter, I have worked with both personal and corporate clients providing tailored financial advice. I have attained a Fellowship in Financial Planning which means I have been able to develop expertise in Pension Planning, Investments, Protection and Inheritance Tax Planning.

Where to find us
Head office address: 3 Heol Tre Forys, Penarth, CF64 3RE
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£251,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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