Samit Patel Email
Senior Financial Planner @ Cavendish Medical
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Samit Patel Location
- London, GB
Samit Patel Work
- Senior Financial Planner @ (January 2025 - Present)
- Financial Planner @ (July 2013 - December 2024)
- Senior Consultant @ (November 2012 - April 2013)
- Investment Consultant @ (January 2011 - November 2012)
- Senior Financial Planning Manager @ (February 2007 - January 2011)
Samit Patel Education
- Chartered Insurance Institute
Certificate in Discretionary Investment Management
2012-2012 - Chartered Insurance Institute
Diploma in Financial Planning
2011-2012 - Chartered Insurance Institute
Certificate in Life & Pensions
2009-2009 - Chartered Insurance Institute
Certificate in Financial Planning
2008-2008 - Chartered Insurance Institute
Certificate in Mortgage Advice
2004-2004 - City St George’s, University of London
Computer Systems Engineering
1998-2001 - Rutlish School
3 A-Levels. 9 GCSE's
1992-1998
Samit Patel Skills
- Asset Allocation
- Estate Tax Planning
- Finance
- Financial Advisory
- High Net Worth Individuals
- Holistic Financial Planning
- Income Protection
- Independent Financial Advice
- Inheritance Tax Planning
- Investment Advisory
- Life Insurance
- Mortgage Marketing
- Wealth Management Services
Samit Patel Summary
- Samit Patel, based in London, GB, is currently a Senior Financial Planner at Cavendish Medical. Samit Patel brings experience from previous roles at The Fry Group, NLP Financial Management, Citi and HSBC. Samit Patel holds a 2012 - 2012 Certificate in Discretionary Investment Management @ Chartered Insurance Institute. With a robust skill set that includes Asset Allocation, Estate Tax Planning, Finance, Financial Advisory, High Net Worth Individuals and more. Samit Patel has 1 emails on RocketReach.
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Top Cavendish Medical Employees
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CEO
London, GB
Guy Beck
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London, GB
Michael Hughes
Senior Compliance Officer
London, England, GB
Sapna Thakker
Financial Contoller
London, GB
Rachel Miller
Paraplanner Manager
Hersham, GB
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United Kingdom
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Samit Patel
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London, GB
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