Who we are
Founded in 2003 by Harpreet Atwal, Jai Atwal Ltd began as a humble venture with only a few clients. Driven by a commitment to excellence and personalized service, Harpreet steadily grew the firm from the ground up. Today, trading as Atwal Wealth Management, we are a thriving and successful financial advisory team with a strong presence across England. With branches in Leicester and Birmingham, we are dedicated to providing top-tier wealth management services, helping our clients achieve their financial goals with confidence and clarity. Our mission is to continue delivering exceptional service, tailored advice, and long-term financial security to our valued clients.
Meet the Team
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.
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FounderHarpreet Atwal founded his practice in 2003, bringing his passion for investing and financial advising to every client relationship. Dedicated to growing clients' wealth, he approaches financial planning with innovative, out-of-the-box thinking to create customized, world-class strategies.
Well-connected and highly driven, Harpreet ensures that every financial plan is meticulously crafted to meet the unique needs of his clients. Outside of his professional life, Harpreet enjoys spending time with his wife and three children, practicing yoga, meditation, and taking family trips.
As a Court of the Table member of the Million Dollar Round Table, Harpreet is committed to staying at the forefront of learning and development. This dedication allows him to continually learn from the world's best, ensuring that his practice delivers exceptional service to every client.
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Chris joined SM Advice as Managing Director in July 2025, following eight years atthe Openwork Partnership, where he held several senior leadership roles and
chaired the LGBTQ+ colleague network group. With a career spanning 25 years in
Financial Services, Chris has built expertise across Wealth Management, Later Life
Lending, Protection, and Mortgages, bringing a broad and informed perspective to
every opportunity. His primary passion lies in supporting advice firms to maximise
their potential while harnessing the benefits of inclusive thinking. In recognition of his
work educating adviser networks on the value of allyship, Chris received a Business
Ally Award at the Barclays Diversity, Equity & Inclusion Awards in 2023. Outside of
work, Chris is a passionate amateur artist and finds joy in his studio or on long forest
walks with his family and rescue dog, Luna Sanchez.
