Nilesh Dave
I provide financial planning advice to individuals and businesses to help them build, grow, protect or preserve their wealth.
My advice is tailored to meet your personal and/or business objectives.
About
With over 30 years of IT experience primarily within the financial services industry, I bring a unique blend of technical expertise and financial insight to deliver bespoke, tailor-made advisory solutions. Having worked with leading financial institutions, I understand the intricate interplay between technology, compliance, and strategic financial management.
My services are designed for clients who value personalised attention and cater for both individuals and businesses. I specialise in crafting solutions that align with your specific goals. I help my clients by developing tax-efficient Financial Planning strategies. My approach is rooted in trust, deep industry knowledge and a commitment to delivering measurable value.
Let's work together to create a financial plan that is as unique as your ambitions.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 30/01/2025
The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
