Jay Dhaliwal

Jay Dhaliwal, a Chartered Financial Planner at Chase de Vere, specializes in advising NHS medical professionals on complex pension needs. In this engaging conversation, Jay recounts her journey through early rejections, transforming setbacks into a drive for excellence. She shares insights into the significance of resilience and mentorship in the financial industry. Jay emphasizes the need for specialized knowledge, especially in identifying the unique challenges medical professionals face, while also touching on the importance of empathy in client relationships.