Samit Patel

Samit Patel Email and Phone Number

Senior Financial Planner @ Cavendish Medical
London, GB
Samit Patel's Location
London, England, United Kingdom, United Kingdom
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).

Samit Patel's Current Company Details
Cavendish Medical

Cavendish Medical

View
Senior Financial Planner
London, GB
Website:
cavendishmedical.com
Employees:
33
Samit Patel Work Experience Details
  • Cavendish Medical
    Senior Financial Planner
    Cavendish Medical
    London, Gb
    View
  • Progeny
    Financial Planner
    Progeny Jun 2024 - Present
    City Of London, England, United Kingdom
    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.
    View
  • The Fry Group
    Financial Planner
    The Fry Group Jul 2013 - Jun 2024
    London Office
    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.
    View
  • Nlp Financial Management
    Senior Consultant
    Nlp Financial Management Nov 2012 - Apr 2013
    View
  • Citi
    Investment Consultant
    Citi Jan 2011 - Nov 2012
    Canary Wharf
    View
  • Hsbc
    Senior Financial Planning Manager
    Hsbc Feb 2007 - Jan 2011
    View

Samit Patel Education Details

Frequently Asked Questions about Samit Patel

What company does Samit Patel work for?

Samit Patel works for Cavendish Medical

What is Samit Patel's role at the current company?

Samit Patel's current role is Senior Financial Planner.

What schools did Samit Patel attend?

Samit Patel attended City University (Gb), Rutlish School, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute.

Who are Samit Patel's colleagues?

Samit Patel's colleagues are Rhiannon Reid, Alexandra Spain, Leanne Lund Fpfs, Ri Mcg, Tony Slocombe, Crystal Linton, Msc Dippfs, Certpfs Paraplanning, Hugh Davies.

Not the Samit Patel you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.