Gurpal Basra
BA (Hons) DipFA CeMAP
Gurpal, the Managing Director and Practice owner, has over 10 years of financial services experience through working for one of the U.K’s largest building societies, a small boutique IFA firm and for an international Discretionary Investment Management company. Being a member of the Chartered Insurance Institute (CII), he has gained the knowledge from senior peers and now passes this wealth of knowledge onto his clients, educating and helping them to achieve their financial goals.
He specialises in the delivery of high quality personal advice to individuals and business across the country. Gurpal’s ethos is developing strong long-term client relationships built on confidence and trust. This is combined with a tailor-made financial plan designed to suit individual needs whilst providing regular reviews as their financial circumstances evolve.
In his spare time Gurpal supports a number of local charitable causes and enjoys hiking, keeping fit and travelling.
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.
