Jaiminee Patel

Thank you for taking the time to look at my profile. I have been working in financial services with St. James’s Place Wealth Management for several years now. Having built a technical foundation in drafting advice and solutions for clients, I made the move to become a financial adviser myself and work within a client focused business. I am looking to help people to achieve their own financial goals and plan for their futures through bespoke, face to face advice. Please feel free to connect with me or send me an email if this applies to you. Some of the areas at the heart of what I do are: ► Tax Efficient Investment Planning ► Helping to Build and Protect Wealth ► Retirement Planning ► Detailed Cash Flow Modelling Typically, I work with clients who find themselves with insufficient time or expertise to get the most from their personal finances. My clients include: ► Busy Professionals ► Business owners ► Contractors ► Legal and Accounting Professionals ► Medical Professionals ► Creative Professionals ► Families ► Individuals nearing retirement ► Individuals beginning their financial planning I specialise in a range of areas including Tax Mitigation, Investment Planning, Retirement Planning and Inheritance Tax Planning. I strive to establish strong, long lasting relationships based on trust and honesty with both individuals and businesses. I love keeping active and enjoy skiing, yoga and swimming. You can also find me knitting my latest creation. Having previously trekked to Everest Base Camp and running the London Marathon, I am always looking for my next challenge outside of the office too. Please do not hesitate to reach out and I look forward to connecting: Jaiminee.Patel@sjpp.co.uk 07740 955 904 Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 26/06/2024