Gurpal Basra
BA (Hons) DipFA CeMAP
Gurpal is one of the country’s thriving young advisers who has already gained a high level of respect among his clients and colleagues across the country. With his Bachelor of Arts degree from a leading U.K university, through to his Mortgage qualifications and Financial Advice Diplomas Gurpal has learnt the fundamental skills in becoming an outstanding adviser to his clients.
About
Being a member of both the Chartered Insurance Institute (CII) and the London Institute of Banking and Finance (LiBF) he has gained knowledge from senior peers and now passes this wealth of knowledge onto his clients, educating and helping them to achieve their financial goals.
In his time within the financial services industry, he has worked at one of the U.K’s largest building societies, a small boutique IFA firm and for a Discretionary Investment Management company.
In his spare time Gurpal supports a number of local charitable causes and enjoys watching and playing football and has recently taken up golf.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
