Max Patel
Chartered Financial Planner @Shenley Private Wealth
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WORK HISTORY
Chartered Financial Planner @Shenley Private Wealth
London, GB
As a Chartered Financial Planner at a Partner Practice of St. James\'s Place Wealth Management, I am responsible for building strategies for my clients to enable them to meet their financial objectives. My vision is to make a transformational positive contribution to the financial well-being of my clients. I specialise in inheritance tax mitigation, investment planning, executive retirement planning and many other wealth management strategies. I have been providing full financial advice to my clients for over 14 years.
ABOUT MAX PATEL
As a Chartered Financial Planner at a Partner Practice of St. James\'s Place Wealth…
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