Mandeep Singh DipCII
Independent Financial Adviser
About me
I'm a fully qualified Independent Financial Adviser, with a friendly and professional approach to providing independent and impartial advice.
Whether you are seeking advice for the first time, are looking for a second opinion or haven't had a review for a while, finding the right person to share and discuss your circumstances and goals with can be a difficult decision. I therefore strive to provide a bespoke review service where you are put at the forefront and meetings are progressed at your pace, understanding and without time restrictions.
I specialise in offering expert advice in a wide range of areas to both individual and business clients, these include.
- Individual Protection, Life Cover & Family Protection
- Discretionary & Advisory Investment Management
- Tax Efficient Savings & Investment Solutions
- Pension & Retirement Options
- Inheritance Tax Planning
- Mortgage advice
- Business protection & succession planning
Away from work I enjoy travelling with my family/friends, playing and watching sports (especially if my kids are involved!)
Location
Midlands