Hiren C. Patel
Independent Financial Adviser
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.
- 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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Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.