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 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.
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.
Satisfied Clients
Combined team Experience
5 Star Google Reviews
Years in Business
EXCELLENT Based on 149 reviews Adil Suleman2025-02-27Trustindex verifies that the original source of the review is Google. It has been a real pleasure to work with Jatinder. He has guided us through the whole process and explained everything by making it super easy. His guidance on the submission of paperwork has been spot-on and his help made the whole process of getting a mortgage a walk in the park. Thank you J&G Financials Chandan Khanna2025-02-19Trustindex verifies that the original source of the review is Google. Mr Puri is not only highly efficient, transparent and absolute professional but also very helpful and kind. Vasudha Gupta2025-02-13Trustindex verifies that the original source of the review is Google. He helped us from the start till the end. We were lucky to get the right person to get our mortgage offer approved. Thanks a ton! amrita tal2025-01-15Trustindex verifies that the original source of the review is Google. In our journey to buy our first property, Mr Puri and Madhavi were really helpful in getting our paper work for mortgage in place and in good time. They also guided and helped us to get the best deal possible. Excellent, timely and well informed service was provided to us. Thasahini Nalvelnathan2025-01-13Trustindex verifies that the original source of the review is Google. Exceptional trusting service given by Mr Puri in securing a mortgage to buy our first home. Provided us with the best deals, professional advice and went out of his way to answer any questions we had outside working hours. I would highly recommend! Samir Bera2025-01-10Trustindex verifies that the original source of the review is Google. Madhavi and Jatinder have done a great job. Advised me what is best for me with detailed reports. They helped me to get two mortgages offers very fast. Madhavi has done a perfect job. I will recommend my friends for J & G Financial. anupam upadhay2025-01-10Trustindex verifies that the original source of the review is Google. I highly recommend J & G financials! Jatinder ji helped me with my first home. He is incredibly knowledgeable, professional, and patient throughout the entire mortgage process. Jatinder ji took the time to understand our needs and found the best mortgage rate for us. He explained every step in clear detail, I felt well informed through the entire process. He provided us good advice and patiently answered all our question(even the silly ones!). I always found him to be responsive and dedicated. Among the mixed bag of people I had to deal with in stressful times of buying my first home I am glad I picked the right mortgage advisor. Thank you Jatinder ji for going above and beyond! Renuka Patel2025-01-01Trustindex verifies that the original source of the review is Google. I am really pleased with the service and great help that I receive from my Financial Advisor. Always there to listen and give best advice personally and with legal matters. I really appreciate the attention and support I get any time I need help. Shah Raza2024-12-20Trustindex verifies that the original source of the review is Google. Best service 100% very professional and too the point.
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