Bhavika Patel

Background

About Bhavika Patel

WHAT I DO It’s said that money solves problems, but it also brings new ones. I simplify your life, giving you more time to spend on the things you really value by understanding what money really means to you. I work with wealthy individuals; entrepreneurs; those who’ve sold businesses or are in the process of selling; and senior executives of very large companies. I only engage with a select number of clients to ensure that I truly add value by focusing on your individual financial interests. WHY SHOULD ANYBODY ENGAGE ME I have a passion for helping you understand your financial position so you can enjoy the lifestyle you want. Our alliances with highly qualified professionals give you access to specialised, integrated advice on legal issues, trusts and estates, and personal tax planning. I can dramatically change the way you think about investing, and how financial markets work enabling you to make smart decisions about your money. HOW WE COULD WORK TOGETHER Discovery Meeting - Together we assess your current financial situation, any existing relationships and what you wish to achieve, so that we can offer you the best lifetime advice. Analysis - We produce reports of where you are now and where you want to be. We agree your investment objectives. Planning - We plan your asset allocation, select your investment approach and create your portfolio, based on institutional asset class funds. Implementation- We implement our recommendations. Review- This is an annual review of your circumstances and your portfolio. WHAT MY CLIENTS SAY “Bhavika's efficiency and advice is the reason I came back to her time and time again, I found her so helpful and her advice was fantastic, especially in areas of finance and investment that I have no idea about.” – Dominique Kotsias ON A PERSONAL FRONT I love travelling off the beaten track India Cricket Supporter Keen reader, mainly economics, business & cultural classics Foodie