Peyush Patel

Restricted - Whole of Market  4 Westerton Court, Wakefield, West Yorkshire, WF3 1FJ
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FCA authorised
Last authorised 22nd February 2021
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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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
Meet our advisers
Mr peyush patel
Financial Planning Consultant
About us

I am a diploma qualified financial adviser with over 13 years' financial experience working in banking, mortgages and equity release.

Our services

I specialise in helping clients make sense of their finances, grow their wealth as well as simplify their affairs, whilst ensuring the financial products they hold are suitable for today, tomorrow and beyond into the future.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

4 Westerton Court, Tingley, Wakefield, West Yorkshire, WF3 1FJ

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