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Bespoke Independent Financial Advice

Meet Reshma

Reshma Patel

Independent Financial Adviser (IFA)

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.

Our Awards

Feel confident knowing you’re backed by an award-winning team

Finance and Business Awards and Nominations

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