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Kritesh Patel (Dip PFS)

Kritesh Patel (Dip PFS)

Independent Financial Advisor

Followers of Kritesh Patel (Dip PFS)259 followers
location of Kritesh Patel (Dip PFS)Wigston, England, United Kingdom

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  • Timeline

  • About me

    Independent Financial Planner @ Insight Financial Associates

  • Education

    • Wyggeston and Queen Elizabeth 1st College

      2003 - 2005
      A levels/AS levels Business, Accounting, Psychology and Law

    • Wreake Valley Community College

      2001 - 2003
      9 GCSE's A-C

    • Nottingham Business School, Nottingham Trent University

      2005 - 2009
      Business & Financial Services (BA hons) 2:2

  • Experience

    • Cobens Wealth Management

      May 2018 - Mar 2021
      Independent Financial Advisor

    • Insight Financial Associates

      May 2022 - now

      • Independent Financial Adviser

        May 2022 - now

      • Independent Financial Adviser

        May 2022 - now

  • Licenses & Certifications

    • AF7 - Pension Transfers

      Chartered Insurance Institute

    • RO1 - Financial services, regulation & ethics

      Chartered Insurance Institute

    • Diploma in Regulated Financial Planning

      Chartered Insurance Institute

    • RO3 - Personal taxation

      Chartered Insurance Institute

    • RO5 - Financial protection

      Chartered Insurance Institute

    • RO2 - Investment principles and risk

      Chartered Insurance Institute

    • RO4 - Pensions and retirement planning

      Chartered Insurance Institute

    • RO6 - Financial planning practice

      Chartered Insurance Institute