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Bespoke Independent Financial Advice

Our Services

Our Services

Making the most of your finances

Meet Reshma

Reshma Patel

Independent Financial Adviser (IFA)
DipPFS, CeMAP

Find Out More
Sabrina Jackson

Why Choose Us?

We will help put you on the right path
Reshma has attained a highly regarded position in Wealth Management, including 17 years with HSBC Bank, providing bespoke financial advice to High Net Worth individuals in London. She has enjoyed a multiple award-winning career, gaining vast experience, previously working in Business Development, Consultancy and Regulated Sales Management.
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Finance and Business Awards and Nominations

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