has been added
Lena Patel
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.
Media Coverage
FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
How can adviser firms become beacons in the local community?For those working in your more traditional, local advice firms made up of a handful of advisers, client acquisition can be particularly challenging. Without the resources, marketing budget, and sheer scale...
Citywire
IFA shares hard-won pearls of wisdomHaving spent over two decades in the profession have much to offer young planners. These experienced IFAs share tips you will not find in any textbook.
The Telegraph
Five ways to cope with money stress and improve your financesAt some stage in our lives we all deal with money worries.
The Independent
Insurers told to catch up on advances in HIV treatmentMedicine has advanced; it’s time for insurance to do the same
Money Marketing
Where should pro bono work fit into financial planning? - Money MarketingFinancial advisers have a long history of providing pro bono work to the public. Whether it is just to boost the standing of the profession, increase access to advice or simply provide a few words of guidance...
The Telegraph
Money Makeover: ‘Should I sell, remortgage or keep paying off debt after my divorce?’Divorce can be a messy process, and one that will cause an upheaval to all aspects of your life, including your finances.
The Telegraph
Money Makeover: ‘I made 65pc last year, can I do it again?’Our reader wants to save up and buy a house but is not sure his stock picks are the way to go