0330 038 8940
Based in Milton-Keynes
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2022
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jat's status
Last checked: 04 May 2025
Jat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jat's status
14
Recent Client Reviews
Jat has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jat has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jat has not yet added their qualifications to their profile
Qualifications not yet added
Jat has not yet added their qualifications to their profile
Transparent Fees
Jat has not yet added their fees to their profile
Fees not yet added
Jat has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jat (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Jat
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jat (based on 9 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jat's status
Last checked: 04 May 2025
Jat is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jat's status
14
Recent Client Reviews
Jat has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jat has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jat has not yet added their qualifications to their profile
Qualifications not yet added
Jat has not yet added their qualifications to their profile
Transparent Fees
Jat has not yet added their fees to their profile
Fees not yet added
Jat has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jat (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Jat
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jat (based on 9 first impressions)
I have worked in financial services for over 25 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. I am an Independent Financial Advisor. If you are currently concerned about a particular issue such as investment, pension or inheritance tax planning then please contact me for further information on 01908 523740 or visit our website for more information: https://wealthandtax.co.uk/
Offers available through VouchedFor
Contact Jat through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jat's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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