Bhavika Patel Email and Phone Number
►WHAT I DOIt’s said that money solves problems, but it also brings new ones. I simplify your life, giving you more time to spend on the things you really value by understanding what money really means to you.I work with wealthy individuals; entrepreneurs; those who’ve sold businesses or are in the process of selling; and senior executives of very large companies. I only engage with a select number of clients to ensure that I truly add value by focusing on your individual financial interests.►WHY SHOULD ANYBODY ENGAGE ME★ I have a passion for helping you understand your financial position so you can enjoy the lifestyle you want.★ Our alliances with highly qualified professionals give you access to specialised, integrated advice on legal issues, trusts and estates, and personal tax planning. ★ I can dramatically change the way you think about investing, and how financial markets work enabling you to make smart decisions about your money.►HOW WE COULD WORK TOGETHER ❶ Discovery Meeting - Together we assess your current financial situation, any existing relationships and what you wish to achieve, so that we can offer you the best lifetime advice.❷ Analysis - We produce reports of where you are now and where you want to be. We agree your investment objectives.❸ Planning - We plan your asset allocation, select your investment approach and create your portfolio, based on institutional asset class funds. ❹ Implementation- We implement our recommendations.❺ Review- This is an annual review of your circumstances and your portfolio.►WHAT MY CLIENTS SAY“Bhavika's efficiency and advice is the reason I came back to her time and time again, I found her so helpful and her advice was fantastic, especially in areas of finance and investment that I have no idea about.” – Dominique Kotsias►ON A PERSONAL FRONT★ I love travelling off the beaten track ★ India Cricket Supporter ★ Keen reader, mainly economics, business & cultural classics ★ Foodie
Totality Wealth
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Director, Chartered Financial PlannerTotality Wealth Feb 2023 - PresentHenley In Arden, England, United Kingdom
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Financial Planner - DirectorTilney Group Mar 2019 - Jan 2023Birmingham, United Kingdom -
Chartered & Certified Financial PlannerIndex Wealth Management Feb 2015 - Mar 2019Birmingham, United KingdomIndex Wealth Management takes care of the financial interests of a limited number of wealthy entrepreneurs, higher earners and their families. It is run by two directors, Les Phillips and Noel Farrelly both with over 30 years experience in the financial services market. I joined this unique business as a financial planner to help grow the business and expand the number of clients we can cater for. The business was acquired by the Tilney Group on the 27th March 2019.
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Senior Consultant (Private Client)Berkeley Burke Apr 2013 - Jan 2015Leicester & London*Berkeley Burke is a leader in the field of self-‐invested personal pensions and small self-‐administered schemes. These arrangements are therefore often central to the clients’ pension strategy; hence a good technical knowledge of these schemes is vital. *Focus on developing strong connections with local professionals-‐ in particular solicitors, accountants and tax consultants. * To work in conjunction with these professionals to provide clients with the best advice/solutions possible. * To develop new business opportunities through professional network by way of referrals and seminars. *Organising and holding seminars for retirees of the Foreign & Commonwealth office for new business development. *Clients are typically wealthy business owners, professionals, ‘pre’ & ‘post’ retirement individuals, retired diplomats & elderly individuals.
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Moneywise Business Leader (Independent Financial Adviser)Flight Centre Moneywise Ltd Sep 2010 - Mar 2013• Fully managed and directed the day to day running of an internal IFA arm of a Times Top 100 company. Helped Flight Centre rise to rank 52 of places in Best Companies to work for in the UK through better employee engagement and employee benefits projects.• Responsible for all business planning, business strategy, accounting and corporate implementation plans for Flight Centre Moneywise Ltd• Responsible for managing, designing and overseeing the change to a post RDR market for Flight Centre Moneywise Ltd. • Sole Ownership and adviser to Flight Centre on switch of the company GPP- successfully migrated 92% of staff across to new scheme along with 94% of funds moved across.• Responsible for heading the Salary Sacrifice project at Flight Centre UK Limited saving the company a projected £1 million from Sept 2013. Immediate savings of £350K.• Conduct retail brand store visits and corporate brand office visits across the UK to all Flight Centre retail and corporate brands across 200 locations promoting employee benefits and providing regulated financial advice as the internal Financial Planner• Provide staff with education and training on financial matters through involvement with staff meetings, Buzz Nights, induction and other training sessions, conferences and company presentations. Conduct telephone conferences and online seminars for staff across UK• Maintain, improve and add to the preferential corporate deals arranged for staff by Moneywise.• Conduct weekly Head Office power point presentations to new employees (novice travel consultants across retail & corporate brands) introducing Moneywise and the employee benefits available• Responsible for training and mentoring staff -
Premier Relationship Manager & Financial Planning ManagerHsbc Bank Plc Nov 2007 - Aug 2010Conduct in-depth reviews of clients' financial circumstances and future goals and assist clients in making informed decisions. Constantly consider the FSA’s principal of ‘Treating Customers Fairly’- Provide a full holistic approach to financial planning.
Bhavika Patel Education Details
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First Class Honors
Frequently Asked Questions about Bhavika Patel
What company does Bhavika Patel work for?
Bhavika Patel works for Totality Wealth
What is Bhavika Patel's role at the current company?
Bhavika Patel's current role is Chartered & Certified Financial Planner. Passionate about helping you enjoy your wealth..
What schools did Bhavika Patel attend?
Bhavika Patel attended University Of Leicester.
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Bhavika Patel
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Bhavika Patel
Project Coordinator In The London Leadership And Talent Team At Nhs EnglandHemel Hempstead -
Bhavika Patel
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