0208 166 8476
Based in Harrow
View locationChecks carried out by VouchedFor
FCA Regulated
Balaram and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 June 2025
Balaram and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
21
Recent Client Reviews
Balaram has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Balaram has received 21 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 June 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Balaram has not yet added their qualifications to their profile
Qualifications not yet added
Balaram has not yet added their qualifications to their profile
Transparent Fees
Balaram has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Balaram has provided information on their typical fees
Balaram has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Balaram (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Balaram
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Balaram (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Balaram and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 June 2025
Balaram and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
21
Recent Client Reviews
Balaram has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Balaram has received 21 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 June 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Balaram has not yet added their qualifications to their profile
Qualifications not yet added
Balaram has not yet added their qualifications to their profile
Transparent Fees
Balaram has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Balaram has provided information on their typical fees
Balaram has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Balaram (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Balaram
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Balaram (based on 3 first impressions)
With over three decades of comprehensive knowledge and experience ranging from regulatory financial advice to insurance policy administration, technology, and regulatory compliance, I also, in past, held a Senior Manager Function (SMF) role as Director in a directly authorised Independent Financial Advisory (IFA) firm and served as Head of IT & Operations in a life office in the UK. Currently working as a Financial Planning Consultant with Quilter Financial Advisers. A math graduate, holding a Level 4 Diploma in Financial Planning and a Certificate in Mortgage advice from the CII. My areas include but not limited to Retirement Planning, Investment Advice and Financial Planning, arranging insurances for both Life and General. I work with my clients to create personalised plans to suit their needs and preferences, helping them achieve their goals over the medium to long term, whether they are looking to start planning for their future or reviewing existing arrangements. Based in Harrow, North West London for face-to-face meetings or can work remotely via phone or video calls depending on the client's preferences and conveniences. The value of pensions & investments and the income they produce can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Services Limited June 2025
Offers available through VouchedFor
Contact Balaram through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Balaram's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Please visit https://www.quilter.com/financial-advice/adviser-directory/balaram-dash/