Partner Practice of St. James's Place Wealth Management
Aneeka joined HJP in 2013, after graduating from the University of Surrey. She was initially part of the administration team, and has therefore worked alongside many of the advisers at HJP, gaining experience with a varied range of clients and advice areas. Aneeka completed her Diploma in Regulated Financial Planning in 2017 and is now a Financial Adviser.
She believes strongly in holistic financial planning and enjoys creating a plan with clients, to help them achieve their objectives in the most tax efficient way possible. She is always keen to meet new people, but also values building long-term relationships with clients.
Aneeka is a member of the Personal Finance Society and the Chartered Insurance Institute. She is currently working towards an Advanced Diploma in Financial Planning and she hopes to become a Chartered Financial Planner like many of her colleagues.
Aneeka lives locally in Reigate. Outside of work, she enjoys spending time with friends and family, visiting National Trust Properties, getting into a good box-set and travelling (especially to Italy!).
Contact Aneeka Patel BA (Hons) DipPFS - Financial Adviser
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
HJP Chartered Financial Planners is a trading name of HJP Wealth Management Ltd. HJP Wealth Management Ltd is registered in England and Wales, Number 10490173. Registered Office: 176 South Street, Dorking, RH4 2ES.