Careena Patel DipFA

Financial Adviser

As a financial advisor, I provide personalized and holistic financial advice to individuals, families, and businesses who want to achieve their financial goals and secure their future. I have over 15 years of experience as a financial advisor, predominately in the United States. I hold certifications from the London Institute of Banking and Finance and degrees in accounting and finance. My core competencies include wealth and investment planning, family wealth management and asset allocation strategies, which I apply to create tailored and optimal financial situations for my clients. I am passionate about helping people make informed and confident financial decisions. I value trust, integrity, and collaboration. I am always eager to learn new skills and expand my knowledge in the dynamic and evolving field of finance.