Kalpesh Patel
BA (Hons) APFS
I focus on developing lifelong relationships with clients, helping them to secure the financial futures of themselves and their families, through the breadth of wealth management and financial planning services that I offer. I have found that whilst many of my clients share similar concerns, all clients need individual solutions tailored to achieving their goals. Many of the clients I help are business owners, directors and professionals who benefit from both the corporate and personal advice I provide.
I am committed to providing an invaluable service to my clients in an open, friendly and knowledgeable manner.
About
I have nearly 20 years of experience in the wealth management industry, having previously worked as an independent financial adviser helping others plan their financial arrangements and realise their financial goals.
I have recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming a Partner Practice of St. James's Place as part of the process.
Outside my working life I enjoy spending time with my wife Manisha, my two daughters Meera and Shriya and socialising with family and friends. I also have a passion for sport, cricket and golf, all of which I have played competitively at a high standard.
Ensuring a comfortable lifestyle and financial security for your family are among the most important things you will ever do. Have you put enough aside for a pension? Are you investing your money wisely? Will your family be secure should you die unexpectedly?
With a number of years of experience of helping clients to plan their finances, I understand just how important these questions are.
As a Partner Practice of St. James's Place, I can draw upon the best available financial intelligence to tailor my advice to your individual circumstances. By taking the stress and uncertainty out of financial planning, I aim to help you look to the future with confidence and optimism.
I pride myself on developing long-term, trusted relationships. This commitment to you means that I understand your financial needs and goals. My honesty and integrity are reflected in my many long-standing and successful client relationships.
By keeping in regular contact, I can review any changes in your financial position helping you to meet your goals. Most of my clients come through personal and professional recommendations and particularly appreciate having a long-term, trusted adviser.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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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 17/04/2024
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.
