Priyesh Patel

Priyesh Patel

Ablestoke Financial Planning LLP

Minimum savings/pensions: Any amount

0203 544 6810
Based in High-Holborn
View location

Top Rated 2025
Verified since: September, 2018

4.9 out of 5

114 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 May 2025

    Priyesh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Priyesh has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 29 April 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Priyesh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Priyesh has provided information on their typical fees

    Priyesh has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 36

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Priyesh

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Priyesh (based on 36 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 08 May 2025

    Priyesh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Priyesh has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 29 April 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Priyesh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Priyesh has provided information on their typical fees

    Priyesh has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 36

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Priyesh

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Priyesh (based on 36 first impressions)

Priyesh is a Chartered Associate of the London Foundation of Banking and Finance. He believes financial planning en'Ables' you to do the things you want or need to do with your family, your home, your life. He aims is to find out where you are today, where you want to be tomorrow and then to help you achieve this as effectively as possible. This means that Priyesh needs to build a relationship with you, find out exactly how you want your life to unfold and then to help you to choose the right plans to help you achieve your goals. With 15 years in the industry, Priyesh provides advice utilising the latest technology platforms to provide a cost-effective and tax-efficient investment solution for your financial planning needs. Priyesh guides his clients through the accumulation phase and into the preservation phase of their lives, keeping them well informed along the way. Ultimately he can help with all aspects of your financial planning namely pensions, savings & investments, insurances, mortgages just to name a few. Please note, unfortunately I am unable to provide advice to US Nationals. The value of pensions and investments and the income they produce can fall as well as rise. Quilter Financial Services Limited & Quilter Mortgage Planning Limited. September 2023

Offers available through VouchedFor

Contact Priyesh through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£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).

About Priyesh's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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