Rikin Patel
Partner at Clearwater Wealth Management, Partner Practice of St James' Place Wealth Management at Clearwater Wealth Management
Based in London, United Kingdom
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Seniority
Director
Department
Finance & Accounting
Location
London
Industry
Financial Services
Company size
149
Contact information
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r•••••••@clearwaterwm.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Rikin Patel
As a Partner of Clearwater Wealth Management, I provide financial planning services to professionals, business owners and entrepreneurs across a wide range of industries. My focus is to help clients reach financial independence with bespoke investment and savings advice, in combination with tax, retirement planning and protection planning. Please contact me if you would like to arrange a no obligation introductory meeting. The value of your investment can go down as well as up. You could get back less than you invested. Clearwater Wealth Management 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives. SJP Approved 27/05/2025
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