Bhavesh Patel

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.

Bhavesh – Guiding You Toward Financial Freedom.

With nearly two decades of investment banking experience, I’ve honed a deep understanding of finance. But beyond numbers and spreadsheets, I’ve always been driven by the desire to push boundaries, both personally and professionally. Having achieved financial independence by 39, I’m now passionate about helping others shape their financial futures with the same determination and focus.

I’ve faced challenges beyond the financial world—whether it’s climbing Mt. Blanc, cycling from London to Paris, or sailing across the Atlantic from Rio de Janeiro to Cape Town.

These adventures have taught me resilience, planning, and adaptability—qualities that I bring into every client relationship. Whether you’re just getting started with a young family or preparing for retirement, I offer holistic financial planning that covers wealth management, business and personal protection, retirement planning, and wealth preservation. I believe in empowering you to live fully today while securing a prosperous future.

My approach is simple: I only recommend solutions that I’d suggest for my own family. I’m committed to building long-term relationships, offering advice grounded in trust, transparency, and care. The financial strategies I provide are designed to support your individual goals, so you can live the life you envision.

I hold a first-class degree in Mathematics, am a Fellow of the Chartered Institute of Management Accountants, and hold a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Numbers have always been my strength, and applying the same principles I’ve learned throughout my career, I help clients achieve financial security, independence, and peace of mind.

In an era where financial literacy is low, and social media is filled with misleading advice, I’m passionate about educating and guiding my clients through complex financial decisions. I want to help you make informed choices that align with your values and life’s purpose. While I am compensated for my services, my true motivation comes from my love for this work. Financial planning, for me, is about making a meaningful impact, and my accessible pricing reflects that commitment.