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Sachin Patel

Financial Planning Adviser DipPFS in London

A little bit about Sachin

I have nearly 20 years of experience in financial services, having entered the industry in 2005. My extensive experience across a range of roles has shaped my approach to financial advice. My commitment to supporting my clients starts with building long-term relationships based on trust, transparency, and integrity. I take the time to understand my clients’ objectives, risk tolerance, and aspirations, crafting solutions that align with their goals and values.

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Holistic planning

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

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

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.

Income Protection

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

Pensions

Expert advice to help provide comfort in your retirement.

Protection

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

More about me

With a deep understanding of the economic markets and a commitment to ongoing education and professional development, I stay abreast of the latest industry trends, regulations, and strategies to provide my clients with holistic, informed, and objective advice.

Whether clients are planning for retirement, saving for their children, or navigating life’s financial milestones, I am dedicated to helping them with the complexities of the financial landscape with confidence and peace of mind.

Outside of work, I spend time with my wife and two young children, and whenever possible, I enjoy a round of golf.

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 22 December 2023.