Shanil Patel
Client Relationship Manager & Financial Planner
London office
What attracted you to a career in wealth management?
Upon completing my degree in Accounting & Economics, I pursued a Master's degree in Accounting & Financial Management, which I completed in 2013. Since then, I've dedicated my time to assisting clients in achieving their financial objectives. I possess over 12 years of experience in the financial services industry, including 9 years at Quilter in which I have continued to develop myself to give bespoke advice to clients.
During my tenure at Quilter, I worked as manager, supporting the London leadership team. My primary focus was on ensuring exceptional client outcomes. Driven by a desire to make a tangible impact on clients and help them realise their financial goals and aspirations, I decided to pursue the Diploma in Financial Advice and advise clients myself.
How do you approach your role on a daily basis?
I firmly believe in building long-term, trustworthy relationships with my clients and their families. Tailored and personalised goal-based planning is essential, forming the foundation for robust and comprehensive financial plans that align with client objectives.
My qualifications and experience enable me to work in various financial planning areas, including investment planning, retirement planning, inheritance planning, and tax planning.
Working with me, you can expect a personalised service complemented by regular, open, and honest communication. I approach client financial planning with professionalism, integrity, and a collaborative mindset.
What are your interests outside of work?
In my free time, I enjoy travelling and exploring the local culture and cuisine. I like to keep active by going to the gym, going for walks and hikes, and participating in sports like cricket. Spending quality time with family and friends is of utmost importance to me, and I make every effort to prioritise it.