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Clear Vision.Bespoke Advice for our Clients.

Reshma Patel

Reshma Patel

Independent Financial Adviser (IFA)

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.

Reshma chose to work under the Vision Network as her core beliefs align deeply with their philosophy and values. A passionate desire in building long term relationships, founded on trust and being able to offer clients with truly tailored financial solutions based on their needs, are some of Reshma’s strengths. She believes this is best achieved through providing transparent and tailored advice on a completely independent basis with no restraint or commitment to any products or providers. She prides herself on maintaining a down to earth, open, and approachable manner. As an IFA, Reshma has extensive wealth of experience and knowledge in providing advice across all areas of financial planning. She combines her experience and network of professional contacts to produce an exceptional level of financial advice that clients can trust.

Outside of work, Reshma enjoys spending time with her family and friends who are very important to her. Her passions include cooking, travelling and water sports.

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