Meet the Team

With a full understanding of your needs, we provide a clear vision of your future and devise a plan to help you navigate the important decisions in your life.

Meet the Directors

Prakash Patel

Director & Financial Adviser

Prakash is our founding Director and established the business in 1979 after working for several years as a sole trader. He is highly qualified and known to be a good judge of character, with patience and integrity.

Jonathan Kelly

Director & Financial Adviser

Jonathan is an experienced financial adviser, with a specialism in working with wealthy clients and helping them to achieve their financial and lifestyle goals. The two historical figures he most admires are Napoleon for his sheer determination and organisation, and Cleisthenes, the father of Greek democracy.

Amit Patel

Director & Chartered Insurance Broker

Amit oversees our insurance broking team, IT, operations and compliance. He enjoys driving the business forward, while continuing to add value to our client relationships by taking care of their protection needs.

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No matter how complex your needs, speak to one of our experienced advisors in confidence

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