0121 366 8422
Based in Birmingham
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FCA status: Certified by Firm
Mandeep is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mandeep's statusLast checked: 08 June 2026
Mandeep is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mandeep's status
Recent Client Reviews
Mandeep has not received any client reviews in the past 12 monthsMandeep has not received any reviews in the last 12 months
Mandeep has not received any client reviews in the past 12 months
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: 29 April 2026
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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Qualifications Uploaded
Mandeep has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below2 qualification certificates available to view
Mandeep has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mandeep has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowMandeep has provided information on their typical fees
Mandeep has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandeep (based on 9 first impressions)100% of users who are not yet clients had a positive first experience with Mandeep
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandeep (based on 9 first impressions)
About
*Listed in The Times - Guide to the UK's top rated Advisers (2019, 2020 & 2021)* I'm a fully qualified Independent Financial Adviser, with a friendly and professional approach to providing independent and impartial advice. Whether you are seeking advice for the first time, are looking for a second opinion or haven't had a review for a while, finding the right person to share and discuss you circumstances and goals can be a difficult decision. I therefore strive to provide a bespoke review service where you are put at the forefront and meetings are progressed at your pace, understanding and without time restrictions. I specialise in offering expert advice in a wide range of areas to both individual and business clients, these include: • Individual Protection, Life Cover & Family Protection • Discretionary & Advisory Investment Management • Tax Efficient Savings & Investment Solutions • Pension & Retirement Options • Inheritance Tax Planning • Mortgage advice • Business protection & succession planning Being part of AFH Wealth allows us to use our scale to benefit clients and when it comes to financial planning and wealth management, size matters. The cost of accessing the right financial infrastructure and investments has an impact on returns. Small companies carry little weight in negotiations to cut third-party fees. On the other hand, firms with scale tend to use their buying power to drive costs down, to increase their own profits. AFH are different, we commit to use our position as one of the country’s biggest wealth management firms to reduce the costs to our customers on an ongoing basis. Should you wish to discuss any of these areas then please call or send me a message.