Jay selected as a 2024 PAM NextGen Leader

We are really pleased that Jay Dhaliwal, who is a Chartered Financial Planner based in our Birmingham office, has been selected as one of the 2024 PAM NextGen Leaders.

This accolade “identifies, recognises, introduces and promotes the rising stars of the private client wealth management world in the UK.”

PAM selects only a small number of individuals as their NextGen Leaders, from across private client law, accountancy, investment management and financial planning.

This is a fabulous endorsement of Jay’s career achievements to date and follows her award success last year when she was announced as the winner of the Young Achiever of the Year Award at the Professional Adviser Awards 2023 and was Highly Commended in the Financial Adviser of the Year (Midlands and East Anglia) category at the Women in Financial Advice Awards 2023.

Jay’s submission to NextGen Leaders detailed the progression in her career, including her professional qualifications, that she is an Education Champion for the Personal Finance Society (PFS), sits on the PFS Financial Planning Practitioner (POWER) Panel, and also supports the development of her colleagues at Chase de Vere.

Content correct at the time of writing.

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