DipPFS, BSc (Hons)
Independent Financial Adviser
London
Hi there, thank you for visiting my profile! My name is Ravi Gill and I am an Independent Financial Adviser. I have been in the financial services industry since 2017, and I specialise in pensions, investments and tax planning, though I can also help with your protection needs, such as: Life Insurance, Critical Illness and Income Protection. I am most passionate about helping my clients achieve their financial ambition. I believe the key to good financial advice is communication, such that my clients are up-to-date with the different stages of financial planning. I am committed to establishing a long-term relationship with my clients, though I am also willing to provide advice on a one-time basis.
Before pursuing a career in financial services, I completed a first-class BSc in Economics and Finance from De Montfort University which included a year-long placement at HM Treasury. I am currently working towards becoming a Chartered Wealth Consultant. In my free time, you can find me at the Emirates Stadium or exploring London’s quirky coffee shops with my partner.
I service clients from all over London and the surrounding areas. I look forward to meeting with you in person, either at your residence, office or at our Mayfair Office.
I specialise in the following advice services:
Defined Benefit Transfer Specialist
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Contact Ravi Gill, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.