Ravi Dadlani

Helping to plan a secure financial future

Mapping out your goals is the first step to financial security

Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.

I specialise in the following advice services:

  • Lifetime Financial Planning
  • Pension & Retirement Planning
  • Investment & Wealth Management
  • Later Life & Estate Planning
  • Wills & Power of Attorney
  • Personal Protection
  • Business Protection Planning
  • Equity release
  • Defined Benefit Transfer Specialist

Ravi Dadlani

Independent Financial Adviser, Abacus Associates

Welcome to my corner of the financial world! I’m Ravi Dadlani, a dedicated Certified Financial Planner™ and Chartered Wealth Manager with a profound passion for helping individuals like you achieve their financial aspirations. Thank you for taking the time to explore my page; your financial well-being is of utmost importance to me.

In my two decades of experience within the financial services arena, I’ve not only honed my skills but have also attained the pinnacle of my profession. As a Pension Transfer Specialist, I offer comprehensive advice on all aspects of pensions, including the intricate realm of final salary schemes, also recognized as defined benefits pension schemes.

Clients often commend me for my clarity and the ability to articulate simple explanations even in the most complex financial situations. They describe me as patient, impartial, logical, and undeniably helpful. These qualities are the pillars of my commitment to guiding you towards your financial goals with ease and understanding.

I firmly believe in fostering long-term relationships with my clients by providing holistic financial advice. While I specialize in pensions and investments, I am well-versed in addressing your protection needs, including Life Insurance, Critical Illness, and Income Protection. My commitment to independence ensures that I can offer you whole-of-market solutions tailored to your unique financial landscape.

Whether you prefer a virtual meeting or a face-to-face consultation, I am conveniently based in North London and can meet you at your home, office, or our London office. Your financial journey is personal, and I am here to tailor solutions that align with your goals. Feel free to reach out, and let’s embark on this financial adventure together. Your financial success awaits!

An Integrated Approach to Financial Services

Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.

Our Independent Financial Advice process:


ISAs, Junior ISAs, other general investments to suit your needs


Mortgages, buy-to-let, other borrowing, cash management


Income protection, life insurance, critical illness, later-in-life


Pensions, trusts, equity release, wills, inheritance & estate planning.

My specific areas of expertise:

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.

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.

Lifetime financial planning

If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.

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.

Pensions & 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.

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.

Business protection planning

The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.

Defined benefit pension 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.

Equity release

Equity release is a way for homeowners over the age of 55 to release value from their home in the form of cash without having to sell or move.

First consultation at my cost

If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.

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