Sachin Patel
Financial Planning Adviser DipPFS in London
A little bit about Sachin
Sachin has nearly 20 years of experience in financial services, having entered the industry in 2005. His extensive experience across a range of roles has shaped his approach to financial advisory. His commitment to supporting his clients starts with building long-term relationships based on trust, transparency, and integrity. He takes the time to understand his clients’ objectives, risk tolerance, and aspirations, crafting solutions that align with their goals and values.
With a deep understanding of the economic markets and a commitment to ongoing education and professional development, Sachin stays abreast of the latest industry trends, regulations, and strategies to provide his clients with holistic, informed and objective advice.
Whether clients are planning for retirement, saving for their children, or navigating life’s financial milestones, Sachin is dedicated to helping them with the complexities of the financial landscape with confidence and peace of mind.
Outside of work Sachin spends time with his wife and two young children and when possible, the golf course.
Start the conversation
Speak to me if you want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
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An adviser’s insight
Aim to maximise your cash savings
It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.
This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.
If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.
1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024
Cash on deposit advice is not regulated by the Financial Conduct Authority.
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.
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.