Gurpal shares Pardeep’s vision of how a true wealth management proposition should be delivered.
She has previous management experience in the Financial services industry and maintains the overall efficiency and effectiveness of the office. She is responsible for the planning and implementation of the office systems and processes as well overseeing client and provider correspondence on a day to day basis.
Neha’s upbeat personality and ability to converse easily with any person has certainly led her to a fulfilling and suitable career path in financial planning. Her genuine interest in people has shaped her passion to assist clients from all walks of life.
Having started out as a Financial Consultant with Lloyds Bank after qualifying as an Adviser back in 2012, Neha quickly gained valuable experience as an insurance and protection specialist within various branches, before accepting our invitation in 2017 to join Narwal Wealth Management Ltd.
Neha has further developed her skills in protection, as well as providing advice in investment and retirement planning; Protection - of which Neha has chosen to specialise in.
Mita has over 30 years of experience of working within a Financial Advice Practice, and has been with Narwal Wealth Management for well over a year. She occupies a central position in our team; her in-depth knowledge aids our procedures and processes. She has developed a fantastic relationship with our clients who love speaking to Mita; her soothing manner certainly has a calming effect on the office during busy periods. She plays a key role in making sure clients’ individual needs are at the centre of everything we do.
Sobha began her career in the Finance industry with Aviva and has continued to develop her financial skills over the last 15 years. Since joining us in 2017, Sobha has become the backbone of our Practice, providing highly efficient administrative support by managing the day to day running of our business. She works tirelessly to ensure clients are receiving the very best experience.
Priya joined Narwal Wealth Management in April 2017 as an apprentice. Testament to her hard work and continual effort, Priya completed her apprenticeship within a year. She co-ordinates the development and implementation of all new procedures, aids in the smooth running of the Practice and overall day to day liaison with Pardeep. Priya has developed a great reputation both within the team and with our clients. She is to able support and add value to our clients’ journey and help them achieve their objectives.