Independent Financial Adviser
Chate Dosanjh is an independent financial adviser with a strong focus on pensions and investments.
With over 20 years’ experience in client-facing roles, Chate has developed a sharp understanding of financial planning and tailored investment strategies.
Known for his personable approach and commitment to long-term client relationships.
His first position in the financial industry was with Abbey National, which soon after became Santander, his career took him to HSBC, Prudential, Quilter and Corbel Partners before becoming truly independent and by running his own firm within the Corbel Partner infrastructure.
He chose to work within Corbel as they specifically chose not to have any of their own in-house investment solution to maintain their independence and ensure that there is no bias.
Now operating under Blue Moon Wealth, it allows him to set the terms that he believes are fair and offer good value for his clients.
Outside of work, Chate enjoys spending time with his family, travelling with his wife, watching series on Netflix and following Chelsea and the England football team.
He is also a keen reader and, over the past few years, has enjoyed reading books by James Pattison.
In his youth, he trained in Tae Kwon Do and achieved a 2nd degree black belt and represented England in the first GTF European Tae Kwon Do Championship held in Moscow in 1993 and returned with a silver medal.
Blue Moon Wealth Ltd is an appointed representative of Corbel Partners Limited, which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 14181768.
Registered office address: 290 Mortlake Road, Ilford, IG1 2TF
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
The information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
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