Kunal Patel Email & Phone Number

As a Financial Adviser, I provide solutions to individuals, business owners, and corporate executives. Devising a personalised plan means much more than providing a roadmap towards your individual goals. It’s also anticipating the potential roadblocks along the way that may derail you. I help clients to:► Develop short and long-term strategies to help meet their financial goals;► prosper by aiming to help build and preserve their capital, and;► obtain financial security through protecting themselves against risk.Supporting my advice, St. James’s Place Wealth Management Group has over one hundredin-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning, and protection. St. James’s Place also works closely with specialists, independent solicitors, and accountants. My clients include:► Business owners/entrepreneurs.► Corporate executives.► Individuals planning for retirement.► Families with complex estates, including returning expatriates and UK resident non-doms. I am also a qualified Project Manager and previously worked in Banking and Finance for over 15 years in the UK and Singapore, managing teams and projects around the globe. When I'm not working, I enjoy socialising and keeping fit through football, running, and hiking in the great outdoors. I hold a PADI Advanced Nitrox license for scuba diving and am fascinated by marine life and shipwreck explorations. My passion to help others gets me involved in a number of philanthropy causes including supporting local communities and a boarding school in Nepal.If you would like an informal chat with no obligation, please feel free to connect with me on LinkedIn or send me an email at kunal.patel@sjpp.co.ukThe value of your investment can go down as well as up. You could get back less than you invested.Aruna 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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Listed skills include Business Analysis, Requirements Gathering, Investment Banking, Stakeholder Management, and 23 others.

• 

  University Of Leicester

  Business Economics