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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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.
Jatinder Puri is the founder and principal financial adviser at J&G Financials, bringing extensive experience in the UK financial services industry. He has worked as a Mortgage Adviser with Halifax and as a Financial Adviser with Santander, NatWest, St James’s Place, Quilter and LIC UK over the last 2 decades.
With a proven track record in providing sound financial advice to both personal and small business clients, Jatinder specialises in mortgages, investment planning, personal pensions, and protection.
He is committed to ethical standards and continuous professional development, ensuring that clients receive the highest quality advice. As a self-employed adviser, Jatinder has been helping customers for the past seven years, guiding them toward achieving their financial goals with confidence.
Satisfied Clients
Combined team Experience
5 Star Google Reviews
Years in Business
EXCELLENT Based on 159 reviews Cathy et Guillaume R2025-07-28Trustindex verifies that the original source of the review is Google. Madhavi Rachabatuni helped us negotiate our mortgage. We very much appreciate her transparent and professional approach. She was prompt in answering our queries. We highly recommend. praveen v2025-06-19Trustindex verifies that the original source of the review is Google. Jatinder really helped us to navigate through the mortgage with ease. He gave us the insights and guided us all the way. The entire experience of securing the mortgage was made super simple. Definitely recommended prem shrestha2025-06-17Trustindex verifies that the original source of the review is Google. A huge thank you to Ms. Madhavi Rachabatuni for making my remortgage process smooth and stress-free. Professional, knowledgeable, and always happy to help—highly recommend! Samir Sinha2025-05-27Trustindex verifies that the original source of the review is Google. Have always received great service and practical advice from Jatinder. Highly recommended. Vikram Hunjan2025-05-23Trustindex verifies that the original source of the review is Google. I wanted to take a moment to express my gratitude and share my experience with the J & G Financials. From the very beginning, Madhavi demonstrated exceptional professionalism and dedication. She was incredibly attentive to my needs and worked tirelessly to secure the best deal available for me. The entire process was smooth and efficient, thanks to their expertise and commitment to customer satisfaction. I am beyond happy with the service I received and would highly recommend this company to anyone in search of a reliable and professional mortgage provider. saquib kazi2025-04-28Trustindex verifies that the original source of the review is Google. Mr. Puri was very helpful during our residential and buy-to-let application process. He is experienced, flexible, transparent, and always willing to help. The document-sharing option on their portal is also secure. We would highly recommend him and will definitely use Mr. Puri’s services for future needs. Thank you. Santosh BR2025-04-16Trustindex verifies that the original source of the review is Google. Very Professional and Trustworthy I had a truly wonderful experience working with Jatinder Puri. He is not only friendly and approachable but also highly professional. Throughout the entire process, he guided me at every step, offering constructive feedback and explaining all possible options in detail. This enabled me to make well-informed decisions with complete confidence. Overall, it was a seamless and reassuring experience, and I would highly recommend J & G Financials for their outstanding service and expertise. Saquibquick Farooqui2025-04-08Trustindex verifies that the original source of the review is Google. I had an excellent experience with J&G Financial. Mr. Puri was incredibly knowledgeable and clearly an expert in his field. He guided me through the entire process with professionalism and confidence. The team was quick and responsive, and thanks to their efficiency, my mortgage was secured within just two days. Mr. Puri’s advice was always reasonable and helpful, and he made the whole experience smooth and stress-free. I highly recommend J&G Financial for anyone looking for reliable and expert mortgage services. Yogendra Panwar2025-04-02Trustindex verifies that the original source of the review is Google. Madhavi did a great job in helping me in getting a good mortgage deal and constantly advising on any changes. Really appreciate the professionalism, making sure that my data was secure and updating me throughout the process. Would highly recommend their services. Prabhanshu Raman2025-03-30Trustindex verifies that the original source of the review is Google. I had a great experience working with Mr. Jatinder Puri as my mortgage advisor. He was extremely knowledgeable and helped me find the right mortgage product to suit my needs. Throughout the process, he was always available to answer my questions and provided clear, detailed explanations, making everything much easier to understand. His professionalism, patience, and willingness to go the extra mile truly stood out. Thanks to his guidance, the entire process was smooth and stress-free. I highly recommend his services to anyone looking for a reliable and supportive mortgage advisor. Would definitely use his services again in the future!
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