HMH Wealth Management
Pritesh Madhvani
BA(Hons), CeFA, DipFA
I passionately believe in building strong, long-term relationships with clients based upon mutual trust. As every client situation is different, I place importance on investing time with clients in order to fully understand their current personal and financial situation, as well as their future goals and aspirations
About
I began my career in Financial Services with Halifax in 1996; I subsequently qualified as, and have practiced as, a Financial Adviser since 1999.
During my years in the industry, I have gained extensive experience and invaluable expertise in many areas of financial planning in order to help my clients achieve their financial goals.
I focus upon what is important to my clients, resulting in my advice being carefully tailored to meeting their individual needs and objectives. This is followed up by conducting regular reviews with clients as part of my proposition and commitment to providing on-going service, in order to take into account any change in client circumstances or objectives.
Outside of my business, I am a husband and a proud father to two fantastic boys Max and Hari. I enjoy playing golf (weather permitting!), travelling and spending time with my family.
HMH Wealth Management was established when its Principal Pritesh Madhvani accepted an invitation to join St. James's Place.
We aim to be your single trusted source of financial expertise in providing tailored advice and solutions to meet your individual financial planning needs, underpinned by exceptional service standards.
Pritesh’s philosophy is firmly based upon the belief that there is no substitute for friendly, professional, jargon-free face-to-face advice, especially in today’s world of ever changing pension reforms, legislation and tax law, which further adds to the complexity involved in effective financial planning for clients.
Consequently, our business continues to grow organically through strong client advocacy and client referrals of like-minded friends, family and colleagues so that they can benefit too from the service received.
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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 16/07/2024
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.
