Naina Patel

Naina Patel

MIFS DipFA
My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients.

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is also important to regularly review your finances, not only to ensure they are on track, but to also take advantage of any developments in legislation and tax law.
Email
Location : Westerham
01843 592548
07799 813112

About

I am committed to helping clients manage their wealth in a way which reflects their personal circumstances now and in the future. I place my clients firmly at the centre of everything I do and I provide face-to-face wealth management advice clients can trust. St. James's Place are a financially strong group; solvent, profitable and with resources, capital, people and expertise to support clients.

I specialise in creating, building and maintaining client’s wealth and I offer holistic financial planning service.

I previously spent all my working life in banking, working in numerous locations through Kent, predominantly as a Financial Adviser. During my employment I won many awards within my company.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
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Protecting you and your finances
Our insurance and protection products are designed to look after you and those you love, should life take an unexpected turn.
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Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.
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Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.
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Corporate Services
SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
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Other Specialist Services
Our network of professional specialists provides all the help and support you’ll need with more specialised services such as Will writing.
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Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families cascade their collective wealth across generations to support each other.
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Calculators
Use these calculators to help you determine more about your current or future financial position.
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Our Investment Management Approach
SJP chooses its external fund managers extremely carefully. Only those we consider outstanding in their field manage our client funds.
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News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

Our investment management approach

A number of carefully selected external managers of outstanding ability manage our client funds.

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St. James's Place Charitable Foundation
The Charitable Foundation is the charitable arm of the St. James's Place Group.
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Award winning service
It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 01/05/2024

The Partner 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Naina Patel
Naina Patel
Copyright St. James's Place © 2024