Jagdeep Dhanda

Jagdeep ("Jag") is a Financial Planning Associate with more than 15 years of experience in the financial services profession. Having worked as an Adviser, Paraplanner and Compliance Assistant, he brings a wealth of technical knowledge and practical experience to financial planning. Working closely with Daniel Jones from the Chester office, Jag supports clients through detailed analysis, tailored recommendations and high-quality financial planning solutions. His broad industry background enables him to help clients navigate complex financial matters with confidence. Committed to continuous professional development, Jag is currently working towards Chartered status while remaining focused on delivering exceptional client outcomes and long-term financial security.