Financial Planning Consultant DipPFS in London
I am an experienced financial adviser, based in North London, focused on ensuring the financial futures of entrepreneurs, business owners and high net worth families and private individuals.
I enjoy taking clients on their investing journey, sharing with them the ups and downs of life, and ensuring they make the correct financial decisions along the way, to plan and build their financial future for a happier, more enriched life.
I have a Level 4 Diploma in Financial Planning from the CII, with specialist expertise in business protection (life and/or keyman insurance), investment, retirement, and estate/inheritance tax planning.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and 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.
Expert advice to help provide comfort in your retirement.
North London
United Kingdom
Yitz Sandler is located in London and offers expert financial advice to suit your needs.
My professional life began as a rabbi working in the charity sector for the Jewish community, as a teacher and fundraiser, and then went into business in the financial services sector to better support my growing family.
After many successful years as a protection (life insurance) adviser, I qualified through the CII with a Diploma in Financial Planning, initially as an independent adviser but ultimately joined Quilter Financial Advisers on the merit of the outstanding platform that they provide for client support, providing the widest breadth of resources, and specialist expertise in all fields that I would never have been able to provide in my previous IFA role.
As a Quilter adviser, I am more able to focus my attention on client needs in the most personal way, confident that the solutions provided have been fully researched and analysed by experts in each particular field. Through the Quilter platform, I can provide my clients with easy access to the fund managers and analysts that give all the tools necessary to give best client experience in this outstanding business.
If not in the office, you’ll find me out on my road bike. Otherwise I’ll be tucked in at home enjoying the company of my wife, my five kids and growing number of grandchildren.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 02 January 2024.
