Lena Patel

I’m not your typical Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest.
If you are looking for a professional, yet more relaxed and perhaps informal approach, I’d love to hear from you.

We are here to

Listen.

We were all given two ears and one mouth; I firmly believe that they should be used in that proportion.

Once I have listened, I’ll produce a financial plan designed to meet your objectives. That plan will be produced using my knowledge, skills and experience, as well as the latest financial planning software.

Finally, I’ll make sure the plan is reviewed on a regular basis to ensure it stays on track to meet your goals.