Financial Planning in the UK

22 September 2021
10.00 am-11.00 am
Online webinar

Financial planning in the UK: Considerations and tips for individuals and businesses

Together with DKUK, we are delighted to invite you to join FBCC Corporate member UHY’s financial planning team, Adam Wing and Harpal Matharu, along with the Head of Private Client Services Neela Chauhan, who will be discussing issues to be aware of for individuals living, working and setting up businesses in the UK.

The team will be covering topics including:

  • advice on pension plans
  • business protection issues, including shareholder protection, debt or mortgage cover and relevant life assurance
  • personal protection issues, including whole of life cover and income protection

The agenda for the webinar:

09:55 Log in & welcome
10:00 Financal planning in the UK 
Harpal Matharu – Financial adviser
Adam Wing – Consultant
Neela Chauhan – Head of private client services
10:45 Q&A
11:00 End of programme


Adam Wing, Financial planning consultant

Joined UHY Nottingham as a financial adviser in 2015
Worked as a financial planning manager for a number of well-known banks before subsequently joining a national accountancy-based financial planning practice
More than 18 years of industry experience providing independent financial advice to personal, corporate and high net worth clients
Covers all areas of financial planning, including pensions, protection, investments, inheritance tax planning, wealth management and portfolio construction
Responsible for our quarterly publication ‘UHY’s Financial Planning Review’ and is a member of the Personal Finance Society.


Neela Chauhan – Head of private client services

Neela joined UHY Hacker Young’s London office as a private client tax partner in 2019. Neela had previously been acting as Head of Tax at London-based accounting firm, Wilson Wright and before then, was a Director and headed the tax division at Sopher + Co.

She works with a number of high profile clients, delivering a wide variety of tax services, as well as promoting audit, investment and accountancy support to a diverse range of businesses and high-net worth individuals.

Neela has a very international approach to tax, with particular expertise and experience in Scandinavia, USA and Asia. She assists with all aspects of tax compliance and planning, building long term relationships with her clients, providing expert advice and support on personal tax issues, Inheritance Tax and non-domicile related tax which spans a broad sector.

Harpal Matharu, Financial adviser

Worked as a Financial Planning Manager for two well- known banks before joining one of the largest Wealth Management companies in the UK
Worked for a Fin-Tech start-up prior to UHY, where he worked with the MD/CEO to shape the online financial advice journey, in conjunction with managing MD/CEO relationships of investment firms to utilise this platform
More than 7 years of industry experience providing financial advice to personal, corporate and high net worth clients
Advises on all areas of financial planning including pensions, protection, investments, inheritance tax planning, wealth management and portfolio construction.



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