Naina Patel

Naina Patel

MIFS DipFA
My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients.

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is also important to regularly review your finances, not only to ensure they are on track, but to also take advantage of any developments in legislation and tax law.
Email
Location : Westerham
01843 592548
07799 813112

About

I am committed to helping clients manage their wealth in a way which reflects their personal circumstances now and in the future. I place my clients firmly at the centre of everything I do and I provide face-to-face wealth management advice clients can trust. St. James's Place are a financially strong group; solvent, profitable and with resources, capital, people and expertise to support clients.

I specialise in creating, building and maintaining client’s wealth and I offer holistic financial planning service.

I previously spent all my working life in banking, working in numerous locations through Kent, predominantly as a Financial Adviser. During my employment I won many awards within my company.

Advice and services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
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Protection planning
We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.
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Retirement planning
We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.
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Mortgages and specialist banking
Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.
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Corporate services
Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.
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Other services
We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.
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Intergenerational Wealth Management
Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.
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Calculators
Use these calculators to help you determine more about your current or future financial position.
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Our charges explained
We believe in clearly setting out our charges so you can understand exactly what to expect from our services. We have separate Advice, Product and Fund charges, so you can see what you pay for each of the services we provide.
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News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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Addresses

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SJP Approved 01/05/2024

The Partner 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.

Naina Patel