Aaron Patel

I’m a Chartered financial planner with a strong focus on corporate financial planning. I work closely with both businesses and individuals from a wide range of backgrounds, providing tailored advice that’s designed to help clients achieve their financial goals with clarity and confidence.

I provide financial advice to individuals, covering all key areas which include, pensions, investments, protection and estate planning. In addition, I also advise corporate clients to ensure their objectives are met and is an area I specialise in. My aim is to deliver personal solutions that align with each client’s unique goals and circumstances. I take pride in building trusted relationships with my clients.

Outside of work, I’m a keen cricketer, enjoy playing golf and spending time with my family.