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.

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J&G Financials
About J&G Financials Ltd

J&G Financials Ltd supports your financial

Growth

Stability

Prosperity

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.

  • Proven Industry Experience
  • Client-Centric Approach
  • Expertise You Can Trust
  • Decades of Expertise
Jatinder Puri
Your Trusted Financial Adviser

Meet Jatinder Puri

Jatinder Puri is the founder and principal financial adviser at J&G Financials, bringing extensive experience in the UK financial services industry. He has worked as a Mortgage Adviser with Halifax and as a Financial Adviser with Santander, NatWest, St James’s Place, Quilter and LIC UK over the last 2 decades.

With a proven track record in providing sound financial advice to both personal and small business clients, Jatinder specialises in mortgages, investment planning, personal pensions, and protection.

He is committed to ethical standards and continuous professional development, ensuring that clients receive the highest quality advice. As a self-employed adviser, Jatinder has been helping customers for the past seven years, guiding them toward achieving their financial goals with confidence.

Our Credentials Speak Volumes

500 +

Satisfied Clients

50 +

Combined team Experience

134 +

5 Star Google Reviews

7 +

Years in Business

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