I am committed to ensuring that my industry knowledge remains relevant and am passionate about providing a professional, service based, financial advice proposition.
SKR Wealth Management was established in 2016 when its Principal, Neilesh Desai, decided it was the right time to combine his many years of experience in the financial services industry with becoming a representative of St. James's Place Wealth Management.
At SKR Wealth Management, we work with clients across London as well as Berkshire, Hertfordshire, Buckinghamshire and Surrey.
I started advising clients on their financial planning needs in 2004 having previously worked in operational, marketing and finance roles. I was initially attracted to a career in financial planning because I wanted to be directly involved in helping people build a more secure future for themselves and their families, whatever their stage in life.
My previous experience with personal and business clients has made me aware that it is becoming increasingly important to them to have an adviser who understands their needs and has the knowledge to help deliver great advice on securing and enhancing their wealth.
Planning for a secure financial future is one of the most important decisions you will make. But life is so much more than just that and outside of my business, I enjoy spending quality time with my wife and three children, coaching youth football and trying new experiences.
We offer an excellent wealth management service which will help you achieve your goals
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
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.