J&G Financials Ltd is part of 2plan Wealth Management, one of the UK’s leading financial planning networks. Our team of financial advisers has over 50 years of combined experience in the financial industry, offering tailored advice to help you achieve your financial goals. We pride ourselves on delivering high-quality service while adhering to ethical standards and compliance regulations.

Your Trusted Financial Partner

Navigate Your Financial Journey with

Expertise

Support

Assurance

Building a Brighter Financial Future Together
Happy Family

Trusted Credentials and Affiliations

2Plan Wealth Management
CISI Member
Qualified Member - PFS
Our Expertise

We offer a comprehensive range of services to meet your financial needs

We assist you in securing the most suitable mortgage deal to your unique needs and preferences

Your property may be repossessed if you do not keep up repayments on your mortgage

We help you make informed decisions about your retirement plans for a comfortable and secure future

Pensions are a long-term investment. The value can go down as well as up, and you may not get back what you have invested.

Comprehensive support for creating, managing, and protecting your wealth through effective financial strategies.

The value of investments can go down as well as up, and you may not get back the amount you invested.

Safeguard your family’s future with tailored protection solutions designed to meet your specific needs.

Your protection needs may change over time. The level of cover you need depends on your circumstances, and the cost of cover will vary.

Your Trusted Financial Adviser

Your trusted advisers for
Comprehensive Financial Solutions

We are dedicated financial advisers based in Orpington, Kent, committed to providing tailored advice that prioritises our client's best interests. As part of 2plan Wealth Management, we ensure the highest quality service.
  • Trusted Partnership
  • Client-Centric Focus
  • Proven Experience
  • Comprehensive Support
  • Free Consultation
J&G Financials

Meet Our Dedicated Financial Experts

Your trusted advisers committed to guiding you toward financial success

Jatinder Puri

Financial Adviser

Madhavi Rachabatuni

Mortgage Adviser

Srujana Chittela

Administrator