Meet the Team
Experienced professionals dedicated to providing personal, expert financial advice built on trust and long-term relationships.
Kailesh Patel
Director / Advisor
Kailesh joined the financial services industry in 1988 and continues to develop tailored solutions for individuals and corporate entities. He has expertise in Wealth Management, Self-Invested Personal Pensions (SIPP), Corporate Benefits and Small Self-Administered Pension Schemes (SSAS).
He is married with two children and enjoys outdoor pursuits as well as conservation interests in Africa.
Areas of Expertise
Wealth Management, SIPPs, SSAS, Corporate Benefits, Estate Planning
Neil Morjaria
Advisor / Estate Planner
Neil advises clients on all financial planning matters including pensions and retirement planning, investment, protection and inheritance tax. He also provides estate planning and will-writing services including trusts, powers of attorney documentation and advice on Business Relief.
Neil has a passion for financial services and has built up over 20 years of experience in the financial markets, stemming from a degree in Banking & Finance from Loughborough University.
He has previously worked in the City trading equities and derivatives for hedge funds and analysing the markets for major fund groups.
Areas of Expertise
Investment Portfolio Management, Pension Planning, Market Analysis, Risk Assessment
Experience You Can Trust
Our team brings together decades of expertise across all areas of financial planning and wealth management.
Decades of Experience
Our advisers have been serving clients since the 1980s, bringing unparalleled expertise and market knowledge.
Specialist Knowledge
From wealth management to pensions, protection to corporate benefits — we have deep expertise across all areas.
Relationship-Led Approach
We build lasting partnerships with our clients, providing continuity and trust over the long term.
Ready to Work With Us?
Get in touch to arrange a consultation with one of our experienced advisers.