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Samit Patel Email & Phone Number
Senior Financial Planner
at
Cavendish Medical
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Financial Planner
Location
London, England, United Kingdom
Company size
Who is Samit Patel? Overview
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Quick answer
Samit Patel is listed as Senior Financial Planner at Cavendish Medical, a with 33 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Samit Patel.
Samit Patel previously worked as Financial Planner at Progeny and Financial Planner at The Fry Group. Samit Patel holds Computer Systems Engineering (Beng Hons) from City University (Gb).
Company email context
Email format at Cavendish Medical
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Cavendish Medical
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Profile bio
About Samit Patel
Qualified Independent Financial AdvisorProfessional Qualifications;- Diploma in Financial Planning (CII).- Certificate in Discretionary Investment Management (CII).- Certificate for Financial Advisors (LIBF).- Certificate in Mortgage Advice and Practice (LIBF).
Current workplace
Samit Patel's current company
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Cavendish Medical
6 roles
Samit Patel work experience
A career timeline built from the work history available for this profile.
Financial Planner
The Fry Group was acquired by The Progeny Group. The Progeny Group brings together Independent Financial Planning, Asset management, Tax services, Property, HR and Private and Corporate Legal services, all under one business.
Financial Planner
The Fry Group provides financial advice in the UK and overseas, aiming to maximise the wealth of its clients by offering advice on investments, retirement, tax and estate planning. The company was founded in 1898 and is headquartered in Worthing, Sussex. Additional offices are located in London, Exeter, Cheltenham, Brussels, Dubai, Hong Kong and Singapore. Further information can be found at www.thefrygroup.co.uk.
Jul 2013 - Jun 2024
Senior Consultant
Nov 2012 - Apr 2013
Investment Consultant
Jan 2011 - Nov 2012
Senior Financial Planning Manager
Feb 2007 - Jan 2011
Team & coworkers
Colleagues at Cavendish Medical
Other employees you can reach at cavendishmedical.com. View company contacts for 33 employees →
LL
Leanne Lund Fpfs
Colleague at Cavendish MedicalUnited Kingdom
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TS
Tony Slocombe
Colleague at Cavendish MedicalBrighton, England, United Kingdom
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EB
Edward Bushnell
Colleague at Cavendish MedicalGreater Oxford Area, United Kingdom
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AS
Alexandra Spain
Colleague at Cavendish MedicalLondon, England, United Kingdom
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RM
Ri Mcg
Colleague at Cavendish MedicalEastbourne, England, United Kingdom
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PC
Patrick Convey
Colleague at Cavendish MedicalLondon, England, United Kingdom
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RR
Rhiannon Reid
Colleague at Cavendish MedicalGreater London, England, United Kingdom
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CL
Crystal Linton, Msc Dippfs, Certpfs Paraplanning
Colleague at Cavendish MedicalUnited Kingdom
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HD
Hugh Davies
Colleague at Cavendish MedicalLondon, England, United Kingdom
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Leanne Lund Fpfs
Colleague at Cavendish MedicalUnited Kingdom
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TS
Tony Slocombe
Colleague at Cavendish MedicalBrighton, England, United Kingdom
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EB
Edward Bushnell
Colleague at Cavendish MedicalGreater Oxford Area, United Kingdom
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AS
Alexandra Spain
Colleague at Cavendish MedicalLondon, England, United Kingdom
View →
RM
Ri Mcg
Colleague at Cavendish MedicalEastbourne, England, United Kingdom
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PC
Patrick Convey
Colleague at Cavendish MedicalLondon, England, United Kingdom
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RR
Rhiannon Reid
Colleague at Cavendish MedicalGreater London, England, United Kingdom
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CL
Crystal Linton, Msc Dippfs, Certpfs Paraplanning
Colleague at Cavendish MedicalUnited Kingdom
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HD
Hugh Davies
Colleague at Cavendish MedicalLondon, England, United Kingdom
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7 education records
Samit Patel education
Computer Systems Engineering (Beng Hons)
3 A-Levels. 9 Gcse'S
Certificate In Discretionary Investment Management
Diploma In Financial Planning
Certificate In Life & Pensions
Certificate In Financial Planning
Certificate In Mortgage Advice
FAQ
Frequently asked questions about Samit Patel
Quick answers generated from the profile data available on this page.
What company does Samit Patel work for?
Samit Patel works for Cavendish Medical.
What is Samit Patel's role at Cavendish Medical?
Samit Patel is listed as Senior Financial Planner at Cavendish Medical.
Where is Samit Patel based?
Samit Patel is based in London, England, United Kingdom while working with Cavendish Medical.
What companies has Samit Patel worked for?
Samit Patel has worked for Cavendish Medical, Progeny, The Fry Group, Nlp Financial Management, and Citi.
Who are Samit Patel's colleagues at Cavendish Medical?
Samit Patel's colleagues at Cavendish Medical include Leanne Lund Fpfs, Tony Slocombe, Edward Bushnell, Alexandra Spain, and Ri Mcg.
How can I contact Samit Patel?
You can use AeroLeads to view verified contact signals for Samit Patel at Cavendish Medical, including work email, phone, and LinkedIn data when available.
What schools did Samit Patel attend?
Samit Patel holds Computer Systems Engineering (Beng Hons) from City University (Gb).
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