Jal joined Pocock Rutherford & Co Ltd in 2015 in a support function and has progressed up the professional ladder to become a successful Financial Adviser. Jal has worked in the Financial Services industry for over two decades and has a post graduate degree in Economics and holds a Level 4 Diploma in Regulated Financial Planning and is currently working towards her Chartered Status.
Possessing a combination of good interpersonal skills, technical knowledge, and ethical principles to guide her clients towards achieving their short-term and long-term financial objectives. Jal is known to break down complex financial jargon and ideas into clear, digestible explanations thereby empowering her clients to grasp and make informed decisions about their financial matters.
Jal continues to build a loyal client base through trust, transparency, and a commitment to delivering tangible financial results. Jal provides holistic financial planning advise to include Life/Business protection, investments, pensions, pre & post-retirement planning & inheritance tax planning.
Jal is married and a mother to two aspiring young men. Enjoys yoga & a fitness enthusiast, trains three days a week and a firm believer of sound mind sound body. Jal is also a trained Indian Classical Dancer and enjoys practising this art form periodically.
Jal says “I provide objective based financial planning advise in the best interest of my clients with the highest ethical and professional standards. This has reinforced my reputation as a trustworthy and reliable professional amongst my clients and peers which is of utmost value to me”.