Born in Hong Kong, Kulmeet moved to the UK at the age of six. He graduated from Aston University in 2020 with a degree in Accounting for Management, which provided him with a solid foundation in finance.
He initially developed his leadership and organisational skills as a store manager before transitioning to financial services in 2022. Since then, Kulmeet has worked with a diverse range of clients, including high-net-worth-individuals and business owners, helping them achieve their financial goals with clarity and confidence.
In December 2023, Kulmeet joined the Mattioli Woods training programme to enhance his expertise in financial planning. He holds a Level 4 Diploma in Regulated Financial Planning and is currently working towards Chartered status, demonstrating his commitment to professional growth and excellence.
Kulmeet provides tailored, holistic financial advice, ensuring clients feel supported and empowered throughout their financial journey.
Outside of work, he enjoys travelling with his wife, exploring new cultures, and staying active through football, cricket, and running.