Prajesh Patel Bsc Dippfs Cert Smp Email & Phone Number

✔ WHAT I DO: I am a financial planner with over 7 years experience. I help private clients organise their finances to achieve several key outcomes:- Meet future income and capital needs- Provide for their loved ones after death- Reduce tax (legally!)- And critically, deliver ｐｅａｃｅ ｏｆ ｍｉｎｄI advise on the following areas:𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴; ISAs, Unit Trusts, Investment Bonds, VCTs...𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴; Pension switches, transfers, contributions (including DB SSASs), drawdown...𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴; Whole of Life, Income Protection, Critical Illness...𝗜𝗻𝘁𝗲𝗿𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴; Protective Cell Companies, Business Relief Investments, appropriate Trusts...One of my other goals is to improve the financial literacy of the general community by delivering presentations and online content to educate those that may not be in a position to engage an adviser yet.✔ HOW I DO IT: I understand where you are now, what your pain points are, and where you want to be in the future. I then build a plan which navigates the complexities of the legislation, uncertainties of the markets, addresses your pain points and achieves your goals.To deliver on these my planning is usually in-depth, involving multiple disciplines, tax wrappers, and use of sophisticated cash flow modelling. It is complex work, but I have been told I am very good at explaning things simply.✔ WHY I'M DIFFERENT: I am not just a financial planner, I am a private client adviser. This means I get involved in two areas of planning, regulated wealth management 𝘢𝘯𝘥 estate planning (think of this as arranging your pre- 𝘢𝘯𝘥 post-death financial affairs). Most professionals only practice in one area. For you, this means a one stop shop where you can solve all your needs in one place.Outside of work, I love to DJ🎧, workout 🏋🏽, and partake in fine dining 🥂