Ravi Gill

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
  • Defined Benefit Transfer Specialist

Ravi Gill

Independent Financial Adviser, Abacus Associates

Hi there, thank you for visiting my profile! My name is Ravi Gill and I am an Independent Financial Adviser. I have been in the financial services industry since 2017, and I  specialise in pensions, investments and tax planning, though I can also help with your protection needs, such as: Life Insurance, Critical Illness and Income Protection. I am most passionate about helping my clients achieve their financial ambition. I believe the key to good financial advice is communication, such that my clients are up-to-date with the different stages of financial planning. I am committed to establishing a long-term relationship with my clients, though I am also willing to provide advice on a one-time basis.

Before pursuing a career in financial services, I completed a first-class BSc in Economics and Finance from De Montfort University which included a year-long placement at HM Treasury. I am currently working towards becoming a Chartered Wealth Consultant. In my free time, you can find me at the Emirates Stadium or exploring London’s quirky coffee shops with my partner.

I service clients from all over London and the surrounding areas. I look forward to meeting with you in person, either at your residence, office or at our London Office.

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:

Create

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

Build

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

Protect

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

Enjoy

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.

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.

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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