Dinesh Bharwani FPFS, CeMAP, MBA, STEP

Founder Wealth Genius Financial Services Dinesh began his career in 2003 with Legal & General as a Protection/Endowment Complaint Service Adviser. During this time, he pursued his master’s in business administration while completing the required Financial Planning qualifications. Upon graduating, he transitioned to HSBC as a Premier Financial Adviser, specializing in Inheritance Tax Planning and Investments, where he steadily rose through the ranks.

In 2011, Dinesh joined Wesleyan Financial Services following a restructure, which allowed him to develop in-depth expertise in the NHS Pension Scheme and work exclusively within the Medical and Dental sector. As the founder of his own financial advisory practice, Dinesh has built a reputation for delivering tailored financial solutions and has recently joined Quilter Financial Planning network to expand his ability to provide holistic, client-focused advice.

With over 15 years of experience in the financial services industry, Dinesh has built long-term client relationships by offering personalized guidance to both personal and corporate clients. As a Fellow in Financial Planning, his expertise spans Pension Planning, Investments, Protection, and Inheritance Tax Planning. He remains committed to delivering exceptional financial advice while upholding his long-standing professional values.

Outside of work, Dinesh lives in Cardiff, Wales, with his wife and two sons. He coaches U13/U15 cricket at the Penarth Cricket Club, enjoys playing tennis, and travels during the summer months.

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Founder Wealth Genius Financial Services Dinesh began his career in 2003 with Legal & General as a Protection/Endowment Complaint Service Adviser. During this time, he pursued his master’s in business administration while completing the required Financial Planning qualifications. Upon graduating, he transitioned to HSBC as a Premier Financial Adviser, specializing in Inheritance Tax Planning and Investments, where he steadily rose through the ranks.

In 2011, Dinesh joined Wesleyan Financial Services following a restructure, which allowed him to develop in-depth expertise in the NHS Pension Scheme and work exclusively within the Medical and Dental sector. As the founder of his own financial advisory practice, Dinesh has built a reputation for delivering tailored financial solutions and has recently joined Quilter Financial Planning network to expand his ability to provide holistic, client-focused advice.

With over 15 years of experience in the financial services industry, Dinesh has built long-term client relationships by offering personalized guidance to both personal and corporate clients. As a Fellow in Financial Planning, his expertise spans Pension Planning, Investments, Protection, and Inheritance Tax Planning. He remains committed to delivering exceptional financial advice while upholding his long-standing professional values.

Outside of work, Dinesh lives in Cardiff, Wales, with his wife and two sons. He coaches U13/U15 cricket at the Penarth Cricket Club, enjoys playing tennis, and travels during the summer months.

BACK TO TEAM

What were the circumstances that caused you to initially look for a financial adviser?

Nearing pension age

How has Dinesh helped you?

Dinesh has helped me to understand all of my options over the next 5 years and to support me in financial planning for my retirement

Have you seen the outcome you were hoping for?

 absolutely

What could they have done better?

nothing, Dinesh was very receptive and responded to all of my information need

Review from Verified Client

What were the circumstances that caused you to initially look for a financial adviser?

concerns about pension planning

How has Dinesh helped you?

clear advice on future pension benefits

Have you seen the outcome you were hoping for?

in terms of advice yes....

What could they have done better?

possibly less technical and more accessible language?

Review from Verified Client

What were the circumstances that caused you to initially look for a financial adviser?

NHS pension advice

How has Dinesh helped you?

Dinesh offers a personal service, prompt advice and nothing is too much trouble.I felt comfortable asking questions and answers were clearly provided

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything

Review from Verified Client

What were the circumstances that caused you to initially look for a financial adviser?

Needed to plan for the future and for my family

How has Dinesh helped you?

Sound knowledgable advice and proactive approach to organising insurance

Have you seen the outcome you were hoping for?

Yes absolutely

Review from Verified Client

What were the circumstances that caused you to initially look for a financial adviser?

Lack of clarity regarding the benefits accruing in my NHS Pension

How has Dinesh helped you?

Has checked all my NHS Pension contributions are accounted for and has estimated my benefits.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Would have liked to have seen the Pension paperwork before the explanatory meeting so I could have asked more questions. Would like to have seen a summary of next steps in terms of what further assistance could be provided and the costs involved

Review from Verified Client

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