Bhavesh Patel

Enjoy the feel-good factor of a financial spring clean

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family.

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term.

Click on the contact me today button at the top of my profile to discuss how I can help you.

Bhavesh – Guiding You Toward Financial Freedom.

With nearly two decades of investment banking experience, I’ve honed a deep understanding of finance. But beyond numbers and spreadsheets, I’ve always been driven by the desire to push boundaries, both personally and professionally. Having achieved financial independence by 39, I’m now passionate about helping others shape their financial futures with the same determination and focus.

I’ve faced challenges beyond the financial world—whether it’s climbing Mt. Blanc, cycling from London to Paris, or sailing across the Atlantic from Rio de Janeiro to Cape Town.

These adventures have taught me resilience, planning, and adaptability—qualities that I bring into every client relationship. Whether you’re just getting started with a young family or preparing for retirement, I offer holistic financial planning that covers wealth management, business and personal protection, retirement planning, and wealth preservation. I believe in empowering you to live fully today while securing a prosperous future.

My approach is simple: I only recommend solutions that I’d suggest for my own family. I’m committed to building long-term relationships, offering advice grounded in trust, transparency, and care. The financial strategies I provide are designed to support your individual goals, so you can live the life you envision.

I hold a first-class degree in Mathematics, am a Fellow of the Chartered Institute of Management Accountants, and hold a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Numbers have always been my strength, and applying the same principles I’ve learned throughout my career, I help clients achieve financial security, independence, and peace of mind.

In an era where financial literacy is low, and social media is filled with misleading advice, I’m passionate about educating and guiding my clients through complex financial decisions. I want to help you make informed choices that align with your values and life’s purpose. While I am compensated for my services, my true motivation comes from my love for this work. Financial planning, for me, is about making a meaningful impact, and my accessible pricing reflects that commitment.