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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Sukhi is a fully qualified financial advisor specializing in personalized financial planning. With additional expertise in wills and inheritance tax planning, she works primarily with our most sophisticated clients, crafting detailed strategies to ensure seamless execution. Her focus is on helping you build a secure and fulfilling retirement.
As the Strategic Director at Atwal Wealth, Sukhi also plays a key role in guiding the firm’s growth and collaborates with other businesses on strategic initiatives. Known for her exceptional listening skills and supportive approach, Sukhi is dedicated to understanding and meeting your financial needs. To learn more, please schedule a call with her.
