Bhupinder Singh
Supports the growth and success of financial advisers, guiding new advisers to Competent Adviser Status and providing ongoing technical expertise to established advisers.
Alexander House
London-Greater London
DipFA, CeFAP, BA (Hons)
As Head of Business Development, Bhupinder specialises in supporting the growth and success of financial advisers at Alexander House Financial Planning.
He guides new advisers through to Competent Adviser Status (CAS), the key milestone at which they are assessed as fully competent to provide independent advice to clients. He delivers continuous support and technical expertise to help established advisers.
His focus is on equipping advisers with the knowledge, confidence and practical skills they need to deliver high-quality advice, meet regulatory standards and build successful relationships with their clients. Whether an adviser is starting out or looking to strengthen their technical capability, he provides tailored guidance and ongoing support to help them succeed.
Bhupinder covers London-Greater London. He is diploma qualified, with more than 10 years in financial services, after a banking career and a senior consultant role with Lloyds Banking Group.
He takes a whole-plan view of retirement, protection, tax-efficient investment and wealth passing between generations. Inheritance planning and tax planning are not regulated by the Financial Conduct Authority.
Areas of focus
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