Harish Patel Email & Phone Number
Independent Financial Adviser @ PFPtime
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Harish Patel Location
- Wakefield, GB
Harish Patel Work
- 2009 -now Independent Financial Adviser @
- 1999 -2009 Independent Financial Adviser @
- 1998 -1999 Financial Adviser @
- 1987 -1998 Financial Adviser @
Harish Patel Education
- The University of Manchester
BSc Hons (Chemistry)
1984-1987 - W R Tuson College
(A Levels)
1982-1984 - Tulketh High School 1977-1982
Harish Patel Skills
- Leadership
- Estate Planning
- Financial Advisory
- Pensions
- Fixed Annuities
- Retirement Income Strategies
- Insurance
- Retirement Planning
- Financial Planning
- Annuities
- Critical Illness
- Investments
- Mortgage Lending
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Savings
- Investment Strategies
- Key Person Insurance
- Training
- Customer Service
- Wealth
- Protection
- Budgets
- Financial Reporting
- Financial Advice
- Project Management
- Mortgage
- Term Life Insurance
- Research
- Inheritance Tax Planning
- Retirement
- Services
- Independent Financial Advice
- Portfolio Management
- Life Insurance
- Asset Management
- Pension Funds
Harish Patel Summary
- Harish Patel, based in Wakefield, GB, is currently a Independent Financial Adviser at Premier Financial Protection Ltd. Harish Patel brings experience from previous roles at Park Row Associates Limited, AXA Winterthur. and GAN. Harish Patel holds a 1984 - 1987 BSc Hons in Chemistry @ The University of Manchester. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Pensions, Fixed Annuities and more. Harish Patel has 1 mobile phone numbers on RocketReach.
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