Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist
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Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist Email & Phone Number

Financial Planning Consultant , NHS Pension Expert at Wealth Genius Ltd
Location: Greater Cardiff Area, United Kingdom, United Kingdom 7 work roles 3 schools
1 work email found @wesleyan.co.uk LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email d****@wesleyan.co.uk
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Current company
Wealth Genius Ltd
Role
Financial Planning Consultant , NHS Pension Expert
Location
Greater Cardiff Area, United Kingdom, United Kingdom
Company size
1851 employees

Who is Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist? Overview

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Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist is listed as Financial Planning Consultant , NHS Pension Expert at Wealth Genius Ltd, a company with 1851 employees, based in Greater Cardiff Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at wesleyan.co.uk and a matched LinkedIn profile for Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist.

Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist previously worked as Financial Planning Consultant at Quilter Financial Advisers and Financial Planning Consultant at Charles Derby. Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist holds Master Of Business Administration (M.B.A.), Business Administration And Management, General, Distinction from University Of Wales, Cardiff.

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Email format at Wealth Genius Ltd

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*@wesleyan.co.uk
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Profile bio

About Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist

With over 14 years of experience in the financial services industry, I am a Financial Planning Consultant at Quilter Financial Advisers, a leading provider of financial advice and services in the UK. I am also a Chartered Financial Planner, a prestigious credential that demonstrates my commitment to high standards of professionalism, ethics, and knowledge.My specialty is providing holistic financial advice to General Practitioners and hospital doctors, who have unique and complex financial needs and challenges. I help them navigate the NHS pension scheme, pension taxation, group locum cover, partnership agreements, estate and inheritance tax planning, savings and investments, protection needs, and mortgages. I have a comprehensive understanding of the NHS salary structure and benefits, and I help my clients achieve their short and long-term financial goals, while maintaining their standard of living throughout their lifetime.I put my clients at the centre of everything I do. I work with them on a one-to-one basis, developing an in-depth understanding of their personal and professional circumstances, preferences, and aspirations. I tailor my advice and recommendations to their specific situation, and I provide ongoing support and guidance. I pride myself on building long-lasting and trusting relationships with my clients, and delivering excellent customer service.

Listed skills include Finance, Financial Planning, and Nhs Pensions.

Current workplace

Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist's current company

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Wealth Genius Ltd
Wealth Genius Ltd
Financial Planning Consultant , NHS Pension Expert
Cardiff, GB
Website
quilter.com
Employees
1851
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7 roles

Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist work experience

A career timeline built from the work history available for this profile.

Financial Planning Consultant

Current
Quilter Financial Advisers

Cardiff, Wales, United Kingdom

We provide comprehensive advice to individual clients on the following matters:Retirement PlanningInvestment PlanningRegular SavingsProtectionTaxationEstate PlanningMedical and Healthcare InsuranceThe value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.Tax treatment varies.

Jan 2020 - Present

Financial Planning Consultant

Charles Derby

Cardiff

We provide comprehensive advice to individual clients on the following matters:Retirement PlanningInvestment PlanningRegular SavingsProtectionTaxationEstate PlanningMedical and Healthcare InsuranceThe value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.Tax treatment varies.

Sep 2018 - Jan 2020

Senior Financial Consultant

Wesleyan Assurance Society

Cardiff, United Kingdom

Wesleyan is a mutual society, founded in 1841. I had provided financial advice and services specially tailored to meet the needs of hospital doctors & GPs. I really enjoyed working for the society but felt it was time to move on.As a Wesleyan Senior Financial Consultant, I had provided financial advice to GPs, doctors and their families. I had and have a.

Nov 2011 - Aug 2018

Premier Relatonship Ifa

Hsbc

Newport/ Cardiff

I managed all aspects of the clients goals and objectives. I specialised in providing banking and wealth solutions to high net worth individuals. I provided an exceptional level of financial advice that clients trusted.Delivering holistic financial advice to affluent Premier customers through HSBC's retail banking network - clients with investable assets.

Nov 2009 - Nov 2011

Financial Planning Manager

Hsbc Retail Banking And Wealth Management

Cardiff, United Kingdom

Starting my employment with HSBC, I took the role of a Financial Planning Adviser, working with a range of existing and new clients to achieve their financial goals. I achieved the status of 'Top Financial Planning Adviser in Wales' in 2006 & 2007. This was the result of building the highest level of trust with my colleagues and clients.I was ranked 1st in.

Nov 2004 - Nov 2009

Protection Agent & Endowment Complaints Specialist

Legal & General

Cardiff, United Kingdom

My responsibilities included providing quotes for mortgage protection policies over the phone and worked in the Barclays division of Legal & General.I also worked in the Complaints departments - handling endowment complaints.I was awarded the best Agent for providing Excellent Customer Service and once I completed my post graduation I was head hunted by.

Jan 2003 - Nov 2004
Team & coworkers

Colleagues at Wealth Genius Ltd

Other employees you can reach at quilter.com. View company contacts for 1851 employees →

DS David Stevenson David Stevenson Colleague at Wealth Genius LtdGreater Portsmouth Area, United Kingdom View → KF Katie Forder Katie Forder Colleague at Wealth Genius LtdSouthampton, England, United Kingdom, United Kingdom View → AR Andrew Roberts Andrew Roberts Colleague at Wealth Genius LtdGreater London, England, United Kingdom, United Kingdom View → IB Ian Berrett Ian Berrett Colleague at Wealth Genius LtdGreater Southampton Area, United Kingdom View → JS Jerry Sawyer Jerry Sawyer Colleague at Wealth Genius LtdSwindon, England, United Kingdom, United Kingdom View → MS Michele Summerside Michele Summerside Colleague at Wealth Genius LtdUnited Kingdom, United Kingdom View → RF Rachel Fitzgerald Rachel Fitzgerald Colleague at Wealth Genius LtdLymington, England, United Kingdom, United Kingdom View → ER Edward Richardson, Fpfs Edward Richardson, Fpfs Colleague at Wealth Genius LtdGreater London, England, United Kingdom, United Kingdom View → KC Kimberley Card Kimberley Card Colleague at Wealth Genius LtdSalisbury, England, United Kingdom, United Kingdom View → BD Balaram Dash Balaram Dash Colleague at Wealth Genius LtdHarrow, England, United Kingdom, United Kingdom View →
3 education records

Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist education

Master Of Business Administration (M.B.A.), Business Administration And Management, General, Distinction

University Of Wales, Cardiff

Activities and Societies: Subjects done - Organisational behavior, Strategy, Economics, Accounts - Management and financial accounts..

Bachelor'S Degree, Diploma In Business Administration, Second Position In The Class

Cardiff University / Prifysgol Caerdydd

Activities and Societies: Varied business subjects from Accounts to Economics and specialised in Financial Accountancy. Awarded Sir Julian.

O Levels, A Level

Indian Language School , Nigeria
FAQ

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What company does Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist work for?

Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist works for Wealth Genius Ltd.

What is Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist's role at Wealth Genius Ltd?

Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist is listed as Financial Planning Consultant , NHS Pension Expert at Wealth Genius Ltd.

What is Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist's email address?

AeroLeads has found 1 work email signal at @wesleyan.co.uk for Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist at Wealth Genius Ltd.

Where is Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist based?

Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist is based in Greater Cardiff Area, United Kingdom, United Kingdom while working with Wealth Genius Ltd.

What companies has Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist worked for?

Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist has worked for Wealth Genius Ltd, Quilter Financial Advisers, Charles Derby, Wesleyan Assurance Society, and Hsbc.

Who are Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist's colleagues at Wealth Genius Ltd?

Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist's colleagues at Wealth Genius Ltd include David Stevenson, Katie Forder, Andrew Roberts, Ian Berrett, and Jerry Sawyer.

How can I contact Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist?

You can use AeroLeads to view verified contact signals for Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist at Wealth Genius Ltd, including work email, phone, and LinkedIn data when available.

What schools did Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist attend?

Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist holds Master Of Business Administration (M.B.A.), Business Administration And Management, General, Distinction from University Of Wales, Cardiff.

What skills is Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist known for?

Dinesh Bharwani Fpfs Chartered Financial Planner, Nhs Pension, Defined Benefit Transfer Specialist is listed with skills including Finance, Financial Planning, and Nhs Pensions.

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