Simran joined IQ in 2022 as a Financial Planner, working with individuals and families at different stages of life to help them make informed financial decisions.
She has a particular focus on helping those approaching or in retirement understand the long-term sustainability of their lifestyle, how much they can comfortably spend, and when it may be appropriate to pass wealth on to future generations.
Simran also works with families who are building and preserving wealth, using detailed cashflow modelling to bring financial plans to life and provide greater clarity around future decisions.
Simran has experience advising members of public sector pension schemes, helping clients navigate what can often be complex pension arrangements and understand how these fit within their wider financial plans. By taking the time to understand what matters most to each client, Simran helps them make confident decisions through clear, straightforward financial advice.
