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Kritesh Patel

Financial Planner, Chartered MCSI in London

A little bit about Kritesh

I am a Financial Planner at Quilter Financial advisers, helping individuals and families build the financial future they want with confidence and security.

I provide holistic, tailored financial advice across investment planning, retirement planning, protection, and tax-efficient wealth planning, ensuring each recommendation is aligned with my clients' personal goals and circumstances.

I believe financial advice should be personal, straightforward, and built on lasting relationships. My aim is to support clients through every stage of life, helping them make informed decisions and achieve long-term financial peace of mind.

Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

An adviser’s insight

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

Graphic of elderly couple passing wealth to their relatives

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. April 2026.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Certificate in Financial Services

  • This Level-3 Certificate in Financial Services develops knowledge and understanding of the sector and its activities, key customer needs, solutions and products, and how individuals and organisations work within a regulatory and legislative environment.

Level 6 Advanced Financial Planning Certificate

  • The CISI level 6 Certificate in Financial Planning provides a robust foundation in knowledge and skills that develop effective financial understanding and planning.

Chartered Member

  • 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the relevant advanced qualifications they also have to demonstrate a consistent record of Continual Professional Development (CPD).

Location

Kritesh's location

London
United Kingdom

Kritesh is located in London and offers expert financial advice to suit your needs.

More about me

I believe financial planning is about helping people make confident decisions about their future. Good advice to me, starts with understanding a client’s goals, priorities and circumstances, and then building a clear plan to help them achieve what matters most to them. My aim is to provide straightforward, long-term guidance that can adapt as life and plans change.

Outside of work, I enjoy staying active through sport and spending quality time with family and friends.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 21 August 2026.