Chad Atwal
Senior Financial Planner

Chad Atwal graduated with an Economics degree in 1999 and started his financial planning career in 2000. He has previously advised clients at BDO Stoy Hayward Wealth Management and Mercer and originally joined NLP Financial Management in 2005.

Chad works closely with professional connections and develops relationships with their Individual and Corporate Clients. Whilst he has particular strengths in Tax and Investment Planning, he is passionate about understanding what’s truly important to a client and creating an individual financial plan to help them achieve their objectives. He works closely with all his clients and meets them frequently to review the plans and advise as required. He sits on our investment committee and having experienced stock market downturns in 2000 and again in 2008, Chad attaches particular importance to ensuring clients fully understand their portfolios and long term planning.

Away from work, he enjoys spending time with his young family and friends. He has recently joined the coaching team of his son’s football team and enjoys all sports, in particular Cricket and Football.

Looking for more financial clarity and peace of mind? Call us today on 020 7472 5555.