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Based in Bristol
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Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I am a passionate Independent Financial Planner with more than 15 years of financial planning experience. It's easy for me to say that my aim is to make and save money for clients but what it truly comes down to is building and creating security, balance and opportunity for my clients and their family. This is a centre point of my Financial Planning Philosophy which leads on to peace of mind. I provide holistic financial and wealth planning for clients, focusing on their short, medium, and long-term goals for individuals, families and business owners with a focus on retirement planning, Intergenerational wealth advice & Inheritance Tax planning I'm also working towards the prestigious Chartered status. Outside of work, I enjoy spending time with my wife and 3 children as well as playing and coaching youth hockey and cricket Specialisms - Pension and retirement planning - Intergenerational wealth advice & Inheritance Tax planning - Investment planning - Tax solution advice - Protection planning - Cash flow modelling - Mortgage advice - Estate planning Hiren C. Patel Independent Financial Adviser Bristol & south-west England www.arcuswealth.co.uk/team-members/hiren-patel/ 07539 88 0008 hiren@arcuswealth.co.uk
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.