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.


  • Founder

    Harpreet 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.

  • Mackenzie is a mortgage paraplanner currently pursuing Mortgage Adviser course He joined our team in 2019 and brings a strong attention to detail to his role. Mackenzie primarily supports our active mortgage clients, ensuring that their applications are handled efficiently and accurately from start to finish.

    Outside of work, Mack is an avid hockey player, competing at a high level with Old Silhillians. His dedication both on and off the field reflects his commitment to providing top-notch service to our clients.

  • 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.

  • Neo's background and current pursuits make him an invaluable member of the team. Since joining in 2021, he has not only developed his expertise in financial planning but has also forged strong relationships with clients, gaining a deep understanding of their unique investment needs. His role as a liaison between clients and their investment funds showcases his exceptional ability to communicate effectively, translating complex financial concepts into actionable strategies that resonate with clients.

    In collaboration with Harpreet, Neo plays a crucial role in the seamless execution of meetings, ensuring that clients receive comprehensive support throughout their investment journeys. His commitment to providing long-term investment advice highlights his dedication to client success and financial well-being. As he approaches the completion of his diploma, Neo's passion for investments and client service is set to significantly enhance the team's overall capability and effectiveness in delivering tailored financial solutions. His proactive approach and keen understanding of market dynamics will undoubtedly contribute to the team's mission of fostering client trust and achieving their financial goals.

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