Lena Patel Fpfs Email and Phone Number

I have a client centric philosophy, taking the time to understand my clients objectives and aspirations, in order to provide holistic financial advice tailored to their individual needs.I have been providing full financial advice to my clients for over 10 years, based on a foundation of being in the financial services industry for 23 years. Detailed below are some of the services I am able to provide to my current and future clients:- Tax and Trust Services- Investment Management- Retirement Planning/ Auto Enrolment- Inheritance Tax & Estate Planning- Business Protection and Investment StrategiesThe value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.Tax treatment varies according to individual circumstances and is subject to change.Estate planning is not regulated by the Financial Conduct Authority.

As a Wealth Management Consultant at St. James's Place Wealth Management, I was responsible for constructing and maintaining financial strategies for my clients.

• Building Long term relationships with clients in a client centric way.• Providing appropriate solutions to clients based on completing detailed fact find analysis• Presenting solutions to client in a clear and concise manner demonstrating how recommendations made, meet clients needs.• Coaching and developing colleagues to improve the quality of introductions and providing developmental feedback.

Various roles covered at Barclay's including Financial Planning Manager, Branch Manager, Corporate Manager and Personal Banker