Hi my name is Ravi Dadlani CFP™ and I would like to thank you for visiting my page. I hope you and your family are keeping well and safe. I am passionate about helping people achieve their financial objectives. My clients have described me as being clear with the ability of providing simple explanations even in complex situations. My clients also describe me as being patient, impartial, logical and helpful. I would be delighted to help you achieve your financial goals.

I have worked within financial services for twenty years. I have reached the highest level within my profession and I am a qualified Certified Financial Planner™ and Chartered Wealth Manager. I am a Pension Transfer Specialist and can advise clients on all pensions including final salary schemes also known as defined benefits pension schemes.

I believe in providing holistic advice to my clients and building long term relationships. Off course there are times when clients need one off advice and I am able to facilitate this. I am independent and offer whole of market solutions. As well as specialising in pensions and investments, I can help you with your protection needs such as Life Insurance, Critical Illness and Income Protection. Should you wish to discuss your financial needs, please get in touch.

I live in North London and for now can meet you virtually. Hopefully soon we will be able to meet in person and this could be either at your home/office or in Mayfair at our London Office.