Jay Dhaliwal Apfs Email & Phone Number

“If you fail to plan, you plan to fail” – it’s my job to make sure that my clients are on track to achieve their goals and ambitions in life.When I graduated from studying Economics at University in 2013 I knew that I wanted to break into an industry where I had the potential to make a difference. I explored a few different roles and decided that I didn’t want to become another face behind a desk; I wanted to make a positive impact on the day-to-day lives of individuals and I quickly realised that I had the potential to use my knowledge to help those that require financial advice and guidance. I now have over 9 years of industry experience, and my passion lies in supporting clients to achieve their goals and ambitions in all stages of life – whether it’s your first house purchase, starting/protecting your family, investing for the future, through to securing a comfortable retirement whatever age that may be, and passing on your estate in the most tax efficient way possible! With a bespoke plan in place and regular reviews, we can make it happen.My personal and professional experiences have taught me the following:- I always put my client’s needs and objectives at the heart of what I do - I analyse existing arrangements to ensure they are the most competitive in terms of price and value for money - I create bespoke financial plans that are realistic and efficient - I ensure that the 5 key areas of financial planning are regularly reviewed: mortgages, protection, investments, pensions, and inheritance tax/estate planning- If I cannot find the answer or solution, I will always find someone who canWhen I’m not in client meetings or writing reports, my mantra for life is: work, gym and travel. I have currently travelled to 34 countries and counting.. Including a skydive over the Palm of Dubai, visiting the blue seas of Hawaii, backpacking over Bali, inter-railing through Japan, attending Rio Carnival in Brazil, being in awe of the wildlife in Costa Rica, and experiencing the different States of America! Travelling, new experiences and constantly learning about the world is what drives me to do better, and be better.Contact me for an informal chat or to schedule your complimentary financial review:➤ Email: jay.dhaliwal@chasedevere.co.uk

Listed skills include Teamwork, Economics, Customer Service, Microsoft Excel, and 19 others.