Manisha Patel at AFH Independent Financial Services Ltd

Independent Financial Adviser  Walnut Tree Cottage, Chelmsford, CM3 3PS
First meeting at adviser's own cost
For me my clients are always at the heart of everything that I do, and my advice is always focused on the right outcome for them.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
Manisha Patel

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

I have worked within the financial services industry for over 20 years now.

I started my career in the City of London after graduating from University. I have worked for well known companies such as Aviva, Santander and HSBC.

I decided to join my current employer AFH Wealth Management as they offer an unrivalled, quality, value for money proposition which enables me to offer my clients independent whole of market advice.

Our services

Investments and Savings

Pensions

Mortgages

Inheritance Planning

Equity Release

Where to find us
Head office address: Walnut Tree Cottage, Domsey Lane, Chelmsford, CM3 3PS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022

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