Inderjeet Singh
Financial Planning Consultant ACSI, MBA in London
A little bit about Inderjeet
I am an experienced and qualified financial advice professional. Since 2013, I have gained expertise in managing individual and business clients to provide bespoke financial planning and private wealth management services. Having worked in the UK and India with organisations like SJP and Citibank, I have always followed a client-focused approach coupled with a great service proposition.
Start the conversation
Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today
Tackle tax year end with confidence
Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities - equating to millions of pounds a year.1
In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.
I can go through your financial position with you, so you’re ready for tax year end on 5 April. Did you know, for instance, that only 1 in 7 savers fully use their ISA?2 Or that you could be one of the 2m couples3 who aren’t making the most of their marriage allowance?
Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review, or a cashflow modelling session to understand your financial position better.
For ISAs, Investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.
2 Source: https://ifamagazine.com/just-one-in-seven-brits-use-their-full-isa-allowance-survey-shows/
3 Source: https://moneyweek.com/personal-finance/605717/marriage-tax-allowance
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 17 December 2024.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
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.
General Insurance
Home contents insurance, buildings insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Diploma in Investment Advice
- The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.
Ms L D S
I had been toying with the idea of getting some expert advice to help get my finances in order. Retirement for me was playing heavy on my mind and I needed to have the best advice with regards to staying or leaving employment for early retirement. I needed advice on this and other financial matters in order to get my life back on track.
I was then introduced to Inderjeet Singh who has helped me understand more about my pension and financial options for early retirement and how I could improve financial status with my current pensions and pensions that were not getting the attention they needed.
Thanks to Inderjeet I am in a much better financial position with my pension status and other areas. I was so confident with the advice given due to Inderjeet’s professionalism and attention to detail that he has shown me throughout our appointments and meetings, so much so that I have spoken to my husband and one other colleague for Inderjeet to work with them too.
G. S Domah
Following recommendation by the Royal College of Nursing (RCN) to aid NHS Staff in financial planning and advice, I had the pleasure to discuss my financial plan with Inderjeet Singh.
From our first meeting, Inderjeet could not have been more welcoming and professional in his approach. He took time to understand my financial situation and that of my family long term goal and plan. Inderjeet patiently explained at length the various financial planning options, potential outcomes as well as balancing risk. He was able to answer all my queries clearly and professionally, he has a sound understanding of the financial markets and is well verse and knowledgeable when it comes to NHS pension. After various explanatory meeting to iron out any minor queries, he came up with a long term financial plan that meet our aspiration. I felt comfortable to trust his advice and I have made financial planning/ Investment for myself and my family.
I would highly recommend Inderjeet service to anybody who would like financial advice and investment planning including pension planning.
D. Kathuria
My interaction with Inderjeet came from having requested support from a financial advisor via the Quilter website. I was very fortunate to be assigned Inderjeet as my advisor who very attentively listened to the requests of both my wife and myself. Throughout the process there was no attempt to sell us anything and Inderjeet very diligently sign posted the options available us. Inderjeet made us feel very comfortable and very quickly build rapport and trust with us.
We are delighted to work with Inderjeet. His support to date has been professional, timely and he has kept us up to date with the progress through each stage of our interaction. He took care of all the relevant paperwork and transfers and has managed this so seamlessly well. Inderjeet is very responsive and we would highly recommend him and have done to our network.
M. Keenan
I have been given financial advice by Inderjeet for just over a year. Putting together a financial plan was a painless process, having been given advice and direction while allowing me to make my own decisions
I am more than happy with the outcome after one year and look forward to the benefits of working with him going forward.
Ben T.
Inder has been our financial advisor for the last year and has been brilliant.
The process for assessing our investment strategy was straight forward and well explained. Inder has kept us updated regularly and the six month portfolio review was really insightful. He's also helped with our retirement planning and saved us money on our life insurance and income protection coverage. Overall it's been a pleasure working with him and I couldn't recommend him enough.
Inderjeet's location
London
E16
United Kingdom
Inderjeet is located in London and offers expert financial advice to suit your needs.
I work closely with senior professionals, business owners, and entrepreneurs to help achieve their complex financial goals in the most efficient manner. My key areas of advice include tax-efficient investments, pensions & retirement planning, protection, and insurance solutions. I am an associate member (ACSI) of the Chartered Institute of Securities and Investments (CISI). My qualifications include an Investment Advice Diploma (IAD) and a Master's Degree in Business Management (MBA).
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.