Manny Patel Email & Phone Number

𝗪𝗛𝗢 𝗔𝗠 𝗜?I'm an Executive Assistant to a Managing Director at Morrinson Wealth Management LLP (MWM)I am passionate about financial education and I specifically aim to target this lack of knowledge within the UK, and enable our clients to build ‘healthier’ financial futures for themselves and their families.𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢 𝗔𝗡𝗗 𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣 𝗬𝗢𝗨:I look to cut through the noise in the finance industry, the tax and legislative landscape and enable ‘time poor’ individuals and their families to get around to the things that they know that they should be doing every single year.Work and life often get in the way. However, it is vital that you do not neglect your financial future!We take this time and administrative burden away from you, and enable you to create your own financial freedom after just a matter of a couple of hours through the following process;1. Helping you to understand what you really want out of life and of your hard-earned money2. Create the ‘road map’ that is going to get you there3. Do the leg work for you and set the wheels in motion towards achieving a ‘healthier’ financial future𝗖𝗢𝗥𝗘 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦 𝗢𝗙 𝗪𝗢𝗥𝗞𝗜𝗡𝗚 𝗪𝗜𝗧𝗛 𝗠𝗘:You will emerge from this process having;1. A complete financial plan and ‘road map’ to achieve your financial goals, aspirations and objectives2. Enhance your existing cash, investment and pension assets to ensure these are working as hard as possible for you3. Optimised your tax position, reducing any unnecessary overpayments on either your income or existing assets/investments𝗛𝗢𝗪 𝗬𝗢𝗨 𝗖𝗔𝗡 𝗚𝗘𝗧 𝗦𝗧𝗔𝗥𝗧𝗘𝗗:It’s simple, just drop me a message and I can start to take the stress out of all of this for you and set you on the path to a healthy financial future.All of our meetings, analysis or recommendations to you come complete without obligation whatsoever.All it takes to get started is a simple ‘financial health check’ and takes 45 minutes of your time. What’ve you got to lose?𝗗𝗥𝗢𝗣 𝗠𝗘 𝗔 𝗤𝗨𝗜𝗖𝗞 𝗠𝗘𝗦𝗦𝗔𝗚𝗘 𝗧𝗢 𝗚𝗘𝗧 𝗦𝗧𝗔𝗥𝗧𝗘𝗗.Taxation rules can change at any time and are dependent on individual circumstances.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

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