0330 038 8939
Based in Leamington-Spa
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2016
4.6 out of 5
Checks carried out by VouchedFor
FCA Regulated
Ravinder and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 April 2025
Ravinder and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
46
Recent Client Reviews
Ravinder has received 46 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ravinder has received 46 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 08 September 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Ravinder has not yet added their qualifications to their profile
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Ravinder has not yet added their qualifications to their profile
Transparent Fees
Ravinder has not yet added their fees to their profile
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Ravinder has not yet added their fees to their profile
Positive First Impressions
33% of VouchedFor users have had a positive (4 or 5 star) first experience with Ravinder (based on 3 first impressions)
33% of users who are not yet clients had a positive first experience with Ravinder
33% of VouchedFor users have had a positive (4 or 5 star) first experience with Ravinder (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Ravinder and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 April 2025
Ravinder and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
46
Recent Client Reviews
Ravinder has received 46 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ravinder has received 46 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 08 September 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Ravinder has not yet added their qualifications to their profile
Qualifications not yet added
Ravinder has not yet added their qualifications to their profile
Transparent Fees
Ravinder has not yet added their fees to their profile
Fees not yet added
Ravinder has not yet added their fees to their profile
Positive First Impressions
33% of VouchedFor users have had a positive (4 or 5 star) first experience with Ravinder (based on 3 first impressions)
33% of users who are not yet clients had a positive first experience with Ravinder
33% of VouchedFor users have had a positive (4 or 5 star) first experience with Ravinder (based on 3 first impressions)
After Graduating from University with a 2:1 in Economics, I joined the Bank of New York as a Graduate Trainee. Whilst working in various departments of the Bank I gained invaluable experience of the investment arena. Working in finance, helped develop my passion for investments and an understanding of the many factors which affect their performance. I trained as an Independent Financial Adviser with Barclays Private Clients, helping clients in all aspects of their financial planning needs. Being able to use my knowledge to help clients, is what I really enjoy about my role. Over the past decade I have built long term relationships with my clients. This is an important aspect of what I do. Most financial plans need to be monitored on a regular basis, often they need to be adapted to changes in circumstances, legislation and the economic environment. As part of the service offered by Beaufort Wealth Management, we offer a review service to recommend and implement any changes which are appropriate. I advise clients on most aspects of their finances, this includes pre and post retirement options, management of their investment portfolios and personal taxation. I also provide clients advice on inheritance tax mitigation where appropriate and manage Trustee investments on their behalf. When his not working, Rav enjoys spending time with his family and friends and is a keen follower of Golf and Football.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ravinder's clients
Based on responses provided by clients who have reviewed this adviser
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