SPEAKERS
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Jay Dhaliwal
Session: Niche to Win – How I Found My Niche & Steps To Finding Yours
Time: 9:15 AM – 9:45 AM
Location: Connaught Rooms 3-4
Jay Dhaliwal is a Chartered Financial Planner with a decade of experience in financial services. Her journey began as an Administrator in 2015, progressing to Paraplanner in 2018, and becoming an Independent Financial Adviser in 2019. Today, she specialises in delivering bespoke financial advice to medical professionals, offering tailored solutions across wealth management, retirement planning, protection, and tax efficiency.
Jay has a deep understanding of the unique financial challenges faced by those in the healthcare sector and is committed to supporting their long-term financial wellbeing.
She is a passionate advocate for the financial planning profession and community engagement. Jay serves as a School Governor at her former secondary school, is a Personal Finance Society (PFS) Education Champion, and sits on the PFS Financial Planning Practitioner Panel – one of just 12 advisers selected nationwide.
Her achievements include being named Young Achiever of the Year at the Professional Adviser Awards (2023), recognised as a PAM NextGen Leader (2024), and currently a finalist for Financial Adviser of the Year – Midlands & East Anglia at the Women in Financial Advice Awards (2025).
Outside of work, her main passions are keeping fit by weight training at the gym and travelling the world – she’s travelled to 34 countries so far!