Aaron Patel
Chartered Financial Planner @Fairstone Group Ltd
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WORK HISTORY
Chartered Financial Planner @Fairstone Group Ltd
EDUCATION
University of Birmingham
Bachelor's degree (BSc), Economics
Wolverhampton Grammar School
Economics, Maths, Physics and German
Chartered Insurance Institute
Advanced Diploma in Financial Planning
Chartered Insurance Institute
Diploma in Regulated Financial Planning, Financial Planning
ABOUT AARON PATEL
A highly motivated and dedicated financial adviser, helping both individual and corporate clients achieve their financial goals, by building long-lasting relationships. Some the areas in which I can help companies, employees and individuals are listed below. Corporate financial advice:* Complementary audit of existing employee benefits * Support companies with implementing and ongoing administration of workplace pensions, salary sacrifice, group risk and medical schemes* Employee education sessions/presentations and 1 to 1s* Business protection* Exit strategy review Individual financial advice:* Wealth management* Cash flow planning* Pension planning* Investments* Protection planning* IHT planning* Holistic financial planning
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