Charlie Patel

Charlie Patel Email and Phone Number

Wealth Management Consultant @ London, GB
London, GB
Charlie Patel's Location
City Of London, England, United Kingdom, United Kingdom
About Charlie Patel

Charlie Patel is a Wealth Management Consultant at RCA Wealth Management, a Senior Partner Practice of St. James's Place Wealth Man. They is proficient in Gujarati.

Charlie Patel's Current Company Details
RCA Wealth Management, a Senior Partner Practice of St. James's Place Wealth Man

Rca Wealth Management, A Senior Partner Practice Of St. James'S Place Wealth Man

Wealth Management Consultant
London, GB
Charlie Patel Work Experience Details
  • Rca Wealth Management, A Senior Partner Practice Of St. James'S Place Wealth Man
    Wealth Management Consultant
    Rca Wealth Management, A Senior Partner Practice Of St. James'S Place Wealth Man
    London, Gb
  • Rca Wealth Management, A Senior Partner Practice Of St. James'S Place Wealth Management
    Wealth Management Consultant
    Rca Wealth Management, A Senior Partner Practice Of St. James'S Place Wealth Management Jun 2004 - Present
    Providing bespoke financial advice based upon a comprehensive and detailed overview of our clients' financial circumstances. Our philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is… Show more Providing bespoke financial advice based upon a comprehensive and detailed overview of our clients' financial circumstances. Our philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind.The Partner/Partner Practice 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.SJP Approved 23/09/2024 Show less
  • Lloyds Tsb
    Financial Consultant
    Lloyds Tsb Aug 2002 - Jun 2004
  • Inter-Alliance
    Client Account Executive
    Inter-Alliance Aug 2001 - Aug 2002

Charlie Patel Education Details

Frequently Asked Questions about Charlie Patel

What company does Charlie Patel work for?

Charlie Patel works for Rca Wealth Management, A Senior Partner Practice Of St. James's Place Wealth Man

What is Charlie Patel's role at the current company?

Charlie Patel's current role is Wealth Management Consultant.

What schools did Charlie Patel attend?

Charlie Patel attended Cardiff University / Prifysgol Caerdydd.

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