Hiren C. Patel

Independent Financial Adviser

Bristol & south-west Engalnd

Hiren is a passionate financial planner with more than 15 years of financial planning experience.

Hiren provides holistic financial and wealth planning for his clients by focusing on their short-, medium-, and long-term goals for individuals, families and business owners. He’s also working towards the prestigious Chartered status.

He feels it’s important to have a strong relationship with his clients, as his advice helps them achieve their purpose.

Specialisms

  • Pension and retirement planning
  • Intergenerational wealth advice & Inheritance Tax planning
  • Investment planning
  • Tax solution advice
  • Protection planning
  • Cash flow modelling
  • Mortgage advice
  • Estate planning

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