Rikin Patel
As an Adviser of Clearwater Wealth Management, I specialise in building bespoke financial plans for my clients to help them towards reaching their financial goals.
About
I enjoy spending time with my family and financial security is something that is important to me. This was the catalyst in wanting to work within wealth management as it’s allowed me to build long lasting relationships with families around the UK to help them achieve financial independence.
The Partner Practice 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. Partners: The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.
