Surjit Johal
Analyst
professionally
Surjit has over 20 yearsâ experience in financial services and currently works as a paraplanner, specialising in pensions and investments, and holds a Diploma in Financial Services.
Surjit supports advisers by carrying out detailed research, preparing reports, and ensuring recommendations are aligned with clientsâ aims and objectives. She also monitors and actions recommendations, keeping clients up to date throughout the process.
personally
As a mother of three, Surjit has very little âme timeâ. She is kept busy by the various jobs that come with being a mum â project manager, chauffeur, caterer, housemaid, etc.
But when she does find the time, she loves to escape into a good book or watch something on Netflix.
Surjit in the spotlight
My favourite song to play in the car is:
âSuraj hua madhamâ (Bollywood)
The best gift Iâve ever received is:
My children (corny, I know!)
The three people at my dream dinner party would be:
Terry Pratchett, James Corden, and Benedict Cumberbatch
