Meet our advisers

Mandip Gill

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Mandip Gill DipPFS

Independent Financial Adviser

About me

As an independent financial adviser, I take a lifestyle-first approach to wealth management. Rather than just focusing on the numbers, I start by understanding the life you want to lead. My role is to build a strategy that gives you freedom to enjoy today while staying on track for tomorrow.

I provide comprehensive and tailored advice across the core pillars of financial planning, to ensure your strategy is robust and well-rounded:

  • Pensions & Retirement Planning: Creating a clear roadmap so you can transition into your next chapter with total confidence
  • Investments: Growing your wealth through tailored portfolios to match your goals
  • Inheritance Tax Planning: Ensuring your hard-earned legacy reaches the people you care about the most
  • Protection: Implementing the right safety nets to keep your family and lifestyle secure, no matter what life throws your way

Outside of work, I am usually at the gym or catching up with friends and family. I’m also an avid Manchester United fan so I am well versed in the importance of a long-term perspective and staying committed to a plan, even during the tougher season!