Dharmesh Upadhyaya

Dharmesh Upadhyaya

Consultant, Financial Planning

I am a Financial Planning Consultant in the Financial Planning Team based in London.

I joined the firm in 2016 and have over 32 years' experience of providing independent financial advice to high net worth individuals and corporate clients on a comprehensive range of financial planning areas including investment, retirement planning, protection, long-term care and estate planning.

What I do

  • Financial planning
  • Retirement planning
  • Inheritance/estate planning
  • Personal and business protection
  • Investments
  • Long-term care

My clients

  • Private individuals
  • Businesses
  • Charities