Jaspal graduated with a BSc (Honours) at De Montfort University and started his career at Mattioli Woods in 2006 as a graduate trainee administrator, predominantly managing bespoke personal and occupational pension plans for high-net-worth business owners. This provided a great basis to develop his knowledge and career over the years, which involved taking on various specialist and management roles, as well as assisting with recruitment and training.
Having completed his Diploma in Financial Planning, Jaspal is now in a fortunate position to be able to utilise his skills and provide tailored solutions to meet clients’ goals and objectives by using appropriate tax structures, retirement planning and investment strategies.
Outside of work, Jaspal enjoy getting the family together over a BBQ, hiking trips and holidays abroad to form lasting memories for his two, not so young, daughters. He is also working on improving his fitness and golf skills.
