Ranjit Brar DipPFS
Independent Financial Adviser
About me
With over 20 years' experience, I help individuals, families, and business owners build, protect, and preserve their wealth through personalised financial planning and long-term advice.
I believe great financial advice starts with understanding the person behind the finances. By taking the time to understand your goals, aspirations, and circumstances, I create tailored strategies that help you achieve financial confidence today and security for the future.
I can help you with:
Pension planning (pre- and post-retirement)
Investment planning
Tax-efficient planning
Inheritance Tax and estate planning
Mortgage protection and family protection
Mortgage advice
Financial success isn't just about products or investments—it's about having a trusted adviser who understands your ambitions and supports you at every stage of life's journey.
I'm proud that many of my client relationships have lasted for years, with much of my business coming from recommendations by clients, their families, friends, and colleagues.
Outside of work, I'm a proud mother of three who enjoys travelling with my family. I also hold a Private Pilot's Licence, volunteer with a homeless charity, and previously captained my school chess team to the Berkshire Championships.
Location
South East and London