Meet our advisers

Manisha Patel

Manisha Patel (1)

Manisha Patel pCII, CeMAP, CeRER

Independent Financial Adviser

About me

I started my career as an adviser over 20 years ago after graduating from Goldsmiths, University of London. For me, my clients are at the heart of everything that I do, and my advice is always focused on the right outcome for them. 

I believe the key to being a successful adviser is to have a good level of technical knowledge and more importantly the ability to listen and connect with what really matters to clients.

I pride myself in working to a high professional standard and ensure that I build a deep and longstanding relationships with my clients based on mutual trust and respect.

Location

East of England