Jay Dhaliwal

Background

About Jay Dhaliwal

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 all stages of life. I advise on how to: Save / invest tax efficiently Secure a comfortable retirement at an achievable target age Pass on estates in the most tax efficient way possible Protect you and your family financially against illness / death With a bespoke plan in place, cashflow modelling and regular review meetings to ensure everything remains on track. We can make it happen.I now have over 11 years of financial services experience - for the last 7 of those years, I have been employed as an Independent Financial Adviser for Chase de Vere. 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 can.I am also keen to establish relationships with: Accountants Private client solicitors When I’m not in client meetings or writing reports, my mantra for life is:"work, gym and travel". I have travelled to 35 countries and counting. Including a skydive over the Palm of Dubai, visiting the clear blue seas of Hawaii & the Maldives, backpacking over Bali, inter-railing through Japan, attending Rio Carnival in Brazil followed by Iguazu falls in Argentina, being in awe of the wildlife in Costa Rica, experiencing the different States of America, as well as my recent favourites - Vietnam, Cambodia & Thailand! 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 a complimentary financial review meeting: Email: jay.dhaliwal@chasedevere.co.uk