Ketan Patel

Ketan Patel

WEALTH PLANNER

Ketan is an experienced Chartered Financial Planner, who advises private clients in holistic wealth planning, covering all of the key areas including cash flow modelling, investments, pensions, protection, retirement planning and intergenerational planning.

Prior to joining Kingswood, Ketan built his experience in financial planning and advising clients at Stonehage Fleming, an international family office, and at Lloyds Private Banking.

Ketan graduated from University College London on 2010 with a degree in Economics, and also completed a Masters in Finance and Financial Law in 2011 at SOAS, University of London.

Outside of work, Ketan enjoys spending time his young family and taking his German Shepherd for walks.

  • ketan.patel@kingswood-group.com