Nero Patel

About Nero

I have worked in the financial services industry for over 20 years, experienced many changes in tax legislation and periods of market volatility. I still have the pleasure of looking after clients from when I first started my career by providing them with a personal service and excellent advice. Part of my role nowadays is to help train new entrants in becoming a wealth planner as well as sitting on committees to help drive strategic goals. I cover all areas of advice from investment management, tax planning, retirement and later life planning. I am highly qualified holding both the Chartered and Certified Financial Planner licences.