Our Team

Jaips Rekhi

Independent Financial Adviser

Jaips brings over two decades of experience in financial markets and client advisory, combining deep technical trading expertise with a highly personal, client-focused approach. He spent 12 years as an Asian Equity & Derivatives Sales-Trader at leading investment banks including JP Morgan and UBS, working with institutional clients across global markets.

For the past 11 years, Jaips has been a Financial Adviser, helping individuals and families build, protect and grow their wealth. As a Level 4 qualified Financial Planner, he advises on pensions, investments and tax-efficient strategies, alongside a strong focus on protection planning — ensuring clients are prepared for life’s uncertainties as well as its opportunities.

Jaips works closely with clients to create clear, tailored financial plans, drawing on his technical knowledge and independent thinking to uncover opportunities others may overlook. His approach is hands-on and comprehensive, covering everything from long-term investment strategy to family protection and retirement planning.

Married with two older children, Jaips understands first-hand the importance of planning for major life milestones — from funding university education to safeguarding family income and building long-term financial security.

 

I enjoy giving my clients financial peace of mind, and showing them things they did not know they did not know!