Jay Gupta

Wealth Planner


DipPFS


Jay aims to provide his clients with clear and jargon free advice, that creates a sense of peace of mind, and empowers clients with their decision making. The part of being a wealth planner Jay enjoys most is forming long term relationships with his clients and being able to help them achieve their aspirations.

In my spare time, I enjoy live music gigs, most sport events such as football, tennis, and rugby matches. I am also a keen skier, and always happy to get away with my friends to the Alps whenever I get the opportunity. I also try to see more of the World to experience new cultures, sights and cuisines.

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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

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