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Harshil Patel

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Harshil Patel
DipPFS
Independent Financial Adviser

Harshil is an experienced and trusted financial adviser specialising in tailored financial planning, he helps clients to achieve their goals. He has over 16 years of Wealth Management experience with HSBC in London. In this time, he has nurtured long-term relationships with clients and aided them to make the right planning decisions for them and their families, including investments, retirement, protection and legacy planning. He is a highly regarded and trusted adviser.

Harshil chose to join the Vision Network in 2022, to fundamentally help clients achieve their own personal goals by being able to provide a truly independent and bespoke service through access to a truly whole of market approach that is now afforded to him by working under the Vision Network.

“I believe the key to providing suitable financial advice is fundamentally based on understanding my clients wishes, constraints, experience and appetite, which can only be achieved by building long-term relationships. I joined the Vision Network to provide my clients with this combined with unrestricted access to the whole of market”, said Harshil.

Outside of work Harshil is married to Nisha. Together they enjoy eating out, traveling and socialising with friends and family.