Daljit Dhillon
DipFA ACIB BSc (Hons) Cert CII (ER &MP)
I am a financial planner with over 20 Years of working with major UK financial institutions. I specialise in advising individuals, businesses and families to help turn their goals and aspirations into reality.
About
In 2015 I was delighted to realise a long-term ambition and create my own business that puts the client and their needs at the heart of everything that I do. I have chosen to become a Partner Practice of one of the industry’s best, namely St. James's Place, as I believe they truly reflect the quality and values that my clients deserve.
In today's fast-changing world, the need for effective financial planning has never been greater. Whether you are looking to invest for your future, to start saving for retirement; have reached retirement and are unsure as to what to do next, or you are planning to pass on the fruits of your hard work to your children, it is often difficult to know where to start. I always take the time to get to know you and your plans for your future on a face-to-face basis. This helps me to tailor my advice to your needs and it makes managing your finances far less intimidating.
I am a member of the Society of Later Life Advisers and a qualified Later Life Adviser. I work closely with people and their families that are dealing with planning for care home or residential care fees that require long-term care.
Please do not hesitate to contact me and I will be more than happy to sit down and discuss your future plans.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
