Jagdeep joined Perspective (Home Counties) Ltd in August 2022. He has over 15 years of experience within the financial services sector, working with Lloyds Bank, Prudential, Foster Denovo and NatWest Private Clients (Coutts). One of the most important lessons he has learned over the last fifteen years is understanding the needs of clients and recognising that everyone’s economic and life situation is unique.
Jagdeep’s approach to financial advice has always been to give the very best experience to all of his clients. He values each client’s individuality and works very closely with them to get to know them and to create a plan which is bespoke to them. Jagdeep is extremely passionate about helping his clients and their families achieve their financial aspirations, and providing them with a source of trusted advice as their financial needs evolve over the years.
His client base ranges from young professionals looking to grow and protect their health and wealth all the way through to clients at retirement looking to access their investments and pensions to maintain their wealth and structuring their estate to better preserve their wealth.
Outside of work, he enjoy spending time with his 2 young children, who keep him busy on weekend trips and holidays.
