J&G Financials Ltd is part of 2plan Wealth Management, one of the UK’s leading financial planning networks. Our team of financial advisers has over 50 years of combined experience in the financial industry, offering tailored advice to help you achieve your financial goals. We pride ourselves on delivering high-quality service while adhering to ethical standards and compliance regulations.

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Our Expertise

We offer a comprehensive range of services to meet your financial needs

We assist you in securing the most suitable mortgage deal to your unique needs and preferences

Your property may be repossessed if you do not keep up repayments on your mortgage

We help you make informed decisions about your retirement plans for a comfortable and secure future

Pensions are a long-term investment. The value can go down as well as up, and you may not get back what you have invested.

Comprehensive support for creating, managing, and protecting your wealth through effective financial strategies.

The value of investments can go down as well as up, and you may not get back the amount you invested.

Safeguard your family’s future with tailored protection solutions designed to meet your specific needs.

Your protection needs may change over time. The level of cover you need depends on your circumstances, and the cost of cover will vary.

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Your trusted advisers for
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We are dedicated financial advisers based in Orpington, Kent, committed to providing tailored advice that prioritises our client's best interests. As part of 2plan Wealth Management, we ensure the highest quality service.
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J&G Financials
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Srideep Mitra profile picture
Srideep Mitra
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I had a good experience using the financial services of J&G Financials limited. I will recommend Mr. Jatinder Puri who diligently advised us during the process.
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Sonia Sehmi profile picture
Sonia Sehmi
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I’ve been requiring financial work from Jatinder for a few years, and I couldn’t be more pleased. He has an excellent, professional manner that always puts my best interests first. Jatinder is fantastic at breaking down complex financial concepts into terms I can easily understand.He has a wealth of knowledge in his field and has a pool of resources to get you the right deal with finance products.I feel completely safe and secure about my financial future and retirement plans! Excellent service and highly recommended !
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Clare Lyons profile picture
Clare Lyons
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I was referred to mortgage advisor Madihavi Rachabatuni by my solicitor. I was extremely grateful for her help with my legal matter. She was so kind and understanding throughout. I will definitely be recommending her and will return to J & G Financials for their services in the future.
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RM profile picture
RM
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Outstanding mortgage advisor! Me and my husband was very lucky to have worked with Jatinder Puri who is very exceptional with his field. As a first time buyer, we didn't know where to start the process and we were very lucky that a relative recommended Jatinder to us. He guided us with patience and kindness and always ready to answer questions we had even at weekend and sometimes at night always explaining things clearly. We're very happy with our mortgage offer and we won't be able to achieve this without the expertise of Jatinder and for that we are very grateful and would recommend him to anyone looking for reliable and expert mortgage services. THANK YOU AGAIN JATINDER! Rohana and Kamsa
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Prachi Agrawal profile picture
Prachi Agrawal
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We recently completed our remortgage and Rakesh Gupta was really helpful throughout. He walked us through the whole process clearly and was always quick to answer questions without any hesitation. He has great knowledge in his field and guided us well at every step. We felt confident that everything was being handled properly with genuine costs, which gave us real peace of mind.
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Reena Sharma profile picture
Reena Sharma
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Rolls Royce of a service, super helpful and kept us informed at every step of our journey. Would highly recommend Mr Jatinder Puri. Reena
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anshu sinha profile picture
anshu sinha
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I had an outstanding experience working with Madhu Rachabatuni at J&G Financials for my mortgage needs. From the very first conversation, Madhu took the time to walk me through all available mortgage options, explaining comparative interest rates and loan structures in a way that was genuinely easy to understand — no jargon, just clear and honest advice. Throughout the entire mortgage process, Madhu was incredibly responsive and proactive, keeping me informed at every stage. Her exceptional attention to detail and thorough approach made what can be a stressful financial decision feel completely seamless. Every question I had was answered quickly, and I always felt like a priority. What stood out most wasn't just how knowledgeable Madhu was — it was how much she actually cared. You feel like a person, not just another application. Highly recommend Madhu and J&G Financials
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Srijeet Dash profile picture
Srijeet Dash
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It has been a pleasure working with Mr. Puri, first for my original mortgage two years ago and again for my recent remortgage. Despite the challenges of the current market, he provided crisp, direct advice that cut through the complexity. He came highly recommended by friends, and he certainly lived up to the reputation—securing an approval that met all my expectations. I can't recommend his services enough.
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Jahnavi Thakar profile picture
Jahnavi Thakar
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I had a great experience with Mr Jatinder Puri. He was very patient throughout the process and took the time to clearly explain everything so I felt confident in my decisions. As the process took longer than expected, he was proactive in coming back with better options. His support made the whole process much easier.
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Pankaj Verma profile picture
Pankaj Verma
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Thank you Puri ji for pulling up the remortgage in a very short time. You are a legend. Kind regards Pankaj

Meet Our Dedicated Financial Experts

Your trusted advisers committed to guiding you toward financial success

Jatinder Puri

Financial Adviser

Madhavi Rachabatuni

Mortgage Adviser

Srujana Chittela

Administrator