Expertise
- Investment
- Inheritance Tax Planning
- Income Protection
- Pensions on Divorce
- Pension Transfers
- Wealth Management
- Pensions
- investment planning
- family protection
- ISA's
Summary
Financial Planner | Wealth Management | Helping Individuals and Businesses Achieve Financial Freedom
As a dedicated financial planner, I’m passionate about empowering individuals and businesses to make informed financial decisions and achieve their financial goals. I specialise in providing a holistic approach alongside creating customised financial strategies that encompass wealth management, retirement planning, investment strategies, tax planning, estate planning & more.
My approach is client-centric, focusing on long term relationships, transparency, and tailored solutions that adapt to each client’s unique needs. I enjoy demystifying complex financial concepts to help clients feel confident and secure in their financial journey. By assessing short and long-term objectives, I work with clients to create sustainable, strategic plans that we review on a regular basis ensuring we navigate around the economic changes and remain on track to the goal.
Let's connect if you’re looking to optimise your financial future, enhance your wealth management strategy, or plan for a secure future.
Anish Patel Wealth Management, a Partner Practice of St. James’s Place Wealth Management,
Anish Patel Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.