WM Financial Advisers
Tarun Patel
DipFA, CeMAP
Working in accountancy and business advisory services since 2007 helping clients all over the United Kingdom. After gaining qualifications and authorisations from FCA in 2024, helping clients to achieve their financial goals.
Outside of work, I like travelling, getting into social events and festivals.
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.
