Juhel Ali

Juhel Ali

Adviser
Joined KWM

2022

Qualifications

B.A. in Business and Economics
CISI Level 4 Diploma in Investment Advice

Juhel joined KWM in 2022 after nearly two decades spent working at Barclays as a Premier Relationship Manager. In his role at Barclays, Juhel advised his clients with their every day financial requirements, savings and investments.

Joining KWM was a natural and progressive step for Juhel and along with his vast volume of experience, he brings honesty, dedication and clarity to his clients’ financial planning here at KWM. He holds a B.A. in Business and Economics and the CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice).

Juhel conducts himself with the highest level of integrity, treating every client objective with respect and enthusiasm. He is committed to providing his clients with great outcomes and continues to specialise in investment, retirement, and estate planning. Making complicated, and sometimes daunting, financial decisions easy to understand is something that Juhel prides himself on.

When he’s not working or spending time with his family, Juhel lives for sport. He still plays football at least once per week, manages his son’s team and follows Spurs. He also has an obsession with Jaffa Cakes and is constantly trying to convert his colleagues into becoming fellow obsessives!

Marie Maycock

I have had the pleasure of knowing Juhel Ali for about 15 years or more. Juhel Ali runs a quality service with his patience and kind approach and his ability express and reassure you, I have confidence that I will receive the most valuable and excellent advice from Juhel.

Muhammadu Dikko Ladan

Juhel Ali is dedicated to ensuring the success of his clients through his extensive efforts to understand his customers needs. Furthermore, his ability and commitment to resolve problems is exemplary.

Kunal Munshaw

I wanted to express my gratitude to Juhel for advising me on my pension. For so many years, I have been paying into it but did not really know what I was doing and did not have any specific goal in mind. Juhel has helped me with planning for this and my future. He is constantly thinking about what is best for me and I am glad he is now my financial advisor.

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