Qualifications

  • Certificate in Financial Planning
  • Certificate in Mortgage Advice
  • Certificate in Life & Pensions
  • Diploma in Financial Planning (Dip PFS)

Chartered Insurance Institute

Brijesh Patel

Financial Adviser

Qualifications

Meet Brijesh

Brijesh has been providing holistic financial planning advice for more than 12 years. Specialising in pensions, investment and estate planning advice, he has established an extensive and loyal range of professional clients.

At home

Brijesh is married to Reshna, and together they have a three-year-old daughter named Aria. They welcomed their second daughter in July 2021. Out of work, Brijesh enjoys playing and watching football, cricket and keeping active outdoors. He also has a passion for photography and has been involved in various organisations over the years, even winning some international awards for his work.

The important stuff

We recommend verifying the credentials of any financial professional you’re considering working with. Brijesh’s credentials can be viewed below.