With over a decade of providing financial advice to bank and building society customers, Jtinder brings a wealth of knowledge and experience to Vision. He is keen to further this knowledge by progressing his studies towards becoming a Chartered Financial Planner.
The clear, Vision approach to holistic financial planning and company values, are those shared by him.
By being truly independent, Jinder is able to research all possibilities in the market place from all providers, to meet the personal and individual needs and objectives of his clients.
Regular reviews and monitoring of plans, enable him to build on the relationship of trust with clients and continue to ensure that financial goals are on track.
‘Jtinder has always been extremely professional, highly communicative – listening well to our needs and helping us find solutions.’