Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Harpreet Atwal began his practice in 2003. He is an investor and an advisor and obsessed with growing the wealth of our clients. He s super charged and will approach all your financial affairs with out of the box thinking.
He is super connected and will ensure we create a world class plan for your money affairs.
He is married with 3 children and in the tiny bit of spare time he manages to find...normally early in the mornings...Yoga, Meditation or a weekend Trips out with the family.
He is currently a Court of the table member of the Million Dollar round table.
This helps him ensure his practice is at the forefront of learning and development. Ensuring we are constantly learning from the worlds best with aim to deliver world class service.
Sukhi is a fully qualified financial advisor supporting individuals carefully with their financial planning. She is also qualified in wills and inheritance tax planning. Working in the main with our most sophisticated clients she develops detailed plans and ensures they are executed perfectly. Helping you build the retirement you desire in a safe manner.
She is also strategic director for Atwal wealth, helping shape the growth carefully of our firm. Working also with other firms requiring support strategically. She is a fab listener and super supportive so if you want to get to know her more please schedule a call.
Mack is currently studying his business and administration apprenticeship. Joining us in 2019 he is aa keen hockey player playing for Old Silhillian at a competitive level. Working predominantly to support our active mortgage clients with their applications and ensuring they are processed as swiftly and accurately as possible.