Dev Patel
Qualifications: Chartered Financial Planner (APFS), BSc (Hons)
Areas of expertise: Pre & Post Retirement Planning, Tax-Efficiency & Investment Planning, Succession Planning
After studying Accounting & Finance at the University of Birmingham, Dev started his financial services career in 2018, and attainted Chartership at Westminster Wealth Management.
Dev specialises in creating a bespoke financial plan, to provide clarity and peace of mind, with a clear end goal in sight. Whether it be retirement planning strategies, tax optimisation with investment planning or preserving family wealth;
Financial planning is striking a balance between means and meaning.
Outside of work, Dev is an avid club cricketer, having played to a high standard and keen at trying his hand at racquet sports.
Please feel free to contact Dev for a second opinion.