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Jatinder Bubbra

Financial Planner


  • A good cup of tea
  • Football
  • Gym
  • Binge-watching stuff (not soaps!)
  • Gangster movies


  • Lateness
  • Craft beer
  • Bad drivers
  • Untidiness
  • Swimming pools

At work

I have worked in Financial Services since leaving university in 1999. Since then, I have worked in a variety of roles from paraplanning to advising clients. Before joining Wealth and Tax, I was a Financial Planner at the UK’s largest firm of Financial Planners where I helped clients with all aspects of their planning, particularly with pensions and investments.

A typical day would start with checking and responding to emails before reviewing meeting notes and following up and completing any agreed tasks. I will also spend a fair amount of time preparing reports for upcoming meetings.

At home

I love being active and have recently discovered hiking. I have done the 3 Peaks this year but anything sports-related interests me. I played football in Saturday and Sunday leagues for approximately 22 seasons, but have now officially retired after tearing my Achilles.

Occasionally, I do a bit of work as an extra on movie and TV productions – I was in Disney’s recent remake of Dumbo, and this is something I would like to do more of in the future.

Spotlight questions

On an ideal weekend, you can find me:

You won’t be able to! I ignore my phone at weekends

My favourite holiday destination is:

Somewhere warm, but not long-haul

My favourite song to play in the car is:

‘Bohemian Rhapsody’

The first album I bought was:

Something by Iron Maiden

If I could be any fictional character, I would be:

James Bond

If I could turn any activity into an Olympic sport, I would win a medal in:

Washing my car

When the dessert menu arrives, I’m looking for:

Something chocolatey

The three qualities that draw me to new people are:


My pet peeve is:

Drivers who don’t indicate

The best gift I’ve ever received is:

Liverpool FC signed shirt for a big birthday

The three people at my dream dinner party would be:

Alexander the Great, Jurgen Klopp & David Brent

The three small things that make my day better are:

Tea, positive people, and catching up with my daughter.

Three things I haven’t done so far include:

Parachute jumping, travelling to South America, and defrosting a chicken in a microwave.

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Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.

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