Pranav Patel
MBA, CeMAP, DipFA
I specialise in providing tailored and holistic financial planning advice to individuals, families and businesses in and around London and Essex. I am committed to building long term client relationships based on trust, integrity and superior personalised service.
About
I am an Associate Partner of St. James's Place.
Along with professional qualifications, having worked in the banking and financial services industry for over 11 years, I am able to provide personalised financial advice in areas of investment planning, retirement planning, protection and mortgages.
I work closely with all my clients and strive to build long term client relationships by providing advice that is aligned to their personal and financial objectives.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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 19/02/2024
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.
