Yasin Patel Email & Phone Number
Wealth Management Director @ Mattioli Woods plc
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Yasin Patel Location
- Leicester, GB
Yasin Patel Work
- 2023 -now Wealth Management Director @
- 2009 -now Pension Consultant @
- 2019 -2023 Team Director @
- 2020 -now Non Executive Director @
- 2020 -2020 Advisor To The Board @
- 2019 -now Investment Committee Member @
- 2007 -2008 Caseworker @
Yasin Patel Education
- Nottigham Law School
LPC (Law)
2006-2007 - De Montfort University
LLB (law)
2003-2006
Yasin Patel Skills
- Estate Planning
- Financial Advisory
- High Net Worth
- Pensions
- SIPP
- Legal Assistance
- Retirement Planning
- Tax
- Investments
- Legal Advice
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Mutual Funds
- High Net Worth Individuals
- Defined Benefit
- Wealth
- Pension Funds
- Protection
- Inheritance Tax Planning
- Retirement
- Pension Administration
Yasin Patel Summary
- Yasin Patel, based in Leicester, GB, is currently a Wealth Management Director at Mattioli Woods plc. Yasin Patel brings experience from previous roles at Mattioli Woods plc and CareHires. Yasin Patel holds a 2006 - 2007 LPC in Law @ Nottigham Law School. With a robust skill set that includes Estate Planning, Financial Advisory, High Net Worth, Pensions, SIPP and more. Yasin Patel has 1 emails and 1 mobile phone numbers on RocketReach.
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