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UK

Nero Patel

Photo of Nero Patel

Wealth Planning Director

I have worked in the financial services industry for over 20 years, experienced many changes in tax legislation and periods of market volatility. I still have the pleasure of looking after clients from when I first started my career by providing them with a personal service and excellent advice. Part of my role nowadays is to help train new entrants in becoming a wealth planner as well as sitting on committees to help drive strategic goals. I cover all areas of advice from investment management, tax planning, retirement and later life planning. I am highly qualified holding both the Chartered and Certified Financial Planner licences.

Location: London

A bit about me:

I live in Kent and am lucky to be very close to the river so when I am not acting as a taxi driver for the kids, I tend to get out and about and enjoy the scenery. I am also a bit of a fitness fanatic and enjoy travelling overseas.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

It simply means that; having a positive and helpful mindset is what helps drive success and build great long-term relationships.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.