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Regardless of your financial situation, knowing how to best manage your money can be a challenge. You may want to know how to reach a particular goal, or need advice on the best mortgage deals. Financial advice should also be sought if your current savings or investments have stagnated, and you want them to become more profitable.

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Atwal Wealth Management profile image
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Atwal Wealth Management

We get to know you personally. We work completely for you. I am focused driven financial advisor backed by a world class technical paraplanning team. I work hard to understand your goals and ambitions and then clearly devise a strategy to achieve them. I am proud to have a unique ability of explaining crazily complicated great financial ideas but in a simple manner. Give us a call you wont be disappointed we have 100% retention of clients. I work and obsess with good quality reviews and your 100% satisfaction. I`ll solve problems that other people can`t and with the support of our world class team we will ensure you achieve your goals as fast as possible. My advice in choosing an advisor. 1. Are they passionate about this business? 2. Level of experience; how many years in business; You have a choice and the cost is the same so would you really want an advisor that's just qualified. Experience generates success in this industry. 3. Do they have an admin and back up team. Small operators or one man operations may be great at giving advice but will struggle with the management and administration ongoing of the case. It will be like choosing a great new car but it not arriving on time. ! its frustrating no matter how great the car. 4. Is the advisor working for me or for commission? Best advice is not always what you think. Our role as advisors is to ensure we recommend the most suitable solution for you. Ensure they think about your long term best interests not theirs? 5. Finally my tip is do you get on with them? A good advisor is important but you have to both get on if you don't , it just makes it harder and more difficult. A great advisor will be worth their weight in gold and only if you speak to them will you realise if you get on with them and you understand them. Ps if you don't get on that's ok. We can`t all get on. We are both assisting each other in a journey.

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What do you love most about your job?

I love helping people get from A- B- Z. I love the value great financial advice can give you long term. Clever planning is so important but so many advisors just do short term selling and don't genuinely help the customer. I love actually changing peoples financial lives. All financial results are down to behaviours we have learnt so its important we build and deal with these issues first before trying to build great wealth. No

What inspired you to start your own business?

I love helping people and communication. I am passionate about great financial advice and working with clients long term. I refuse to work with clients I don't get on with or that are not willing to share their goals. I am passionate about helping those that really want to grow and improve their financial situation. I have the huge responsibility of being able to change peoples financial lives.

Why should our clients choose you?

You will never find another Harpreet Atwal or Atwal Wealth management in the world. Our service is completely unique, clients do not leave us so we know we have something right. We are passionate about really really understanding your situation and working to help achieving your goals. We are not scared to change the advice and we don't care if we lose money or actually stop you from going ahead with the wrong product. What`s more important is you will recommend us and you know we are completely doing the right thing for your financial planning.

I am backed by Openwork Ltd and have a fabulous investment proposition.

Can you provide your services online or remotely? If so, please add details.

Of course, 90% of our clients prefer it but if you do really want face to face that's fine too.

What changes have you made to keep your customers safe from Covid-19?

All meetings went to Zoom or remote. We communicate in a greater way online and via email. We are happy to post documents and provide extra meetings.

We are happy to hold face to face meetings in a safe environment. It`s about advice. You want our advice and I promise we will deliver it safely for you.

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Reviews

4.90/5.00

based on 348 reviews

The average rating for Bark Financial Advisors in Birmingham is 4.90, based on 348 reviews.

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