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Award Winning Independent Financial Advisers

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Reshma Patel

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Reshma Patel
Independent Financial Adviser

Reshma joins the Vision Network after a highly regarded 25 year career in Wealth Management, recently with HSBC Bank for the last 17 years, providing bespoke financial advice to high net worth clients in London. She has enjoyed a multiple award winning career, gaining vast experience, previously working in Business Development, Consultancy and Regulated Sales Management roles.

She chose to work under the Vision Network as its philosophy and values aligned directly with her core beliefs – namely a passionate desire in building long term relationships, founded on trust and based upon being able to offer clients with truly bespoke financial solutions to client needs. She believes this is best achieved through providing transparent and tailored advice on a completely independent basis with no restraint or commitment to any products or providers.

She prides herself on maintaining a down to earth, open and approachable manner and as an IFA, Reshma brings a wealth of experience and knowledge in providing advice across all areas of investment, retirement, estate and protection planning. She combines her experience and network of professional contacts to produce an exceptional level of financial advice that clients can trust.

Outside of work, Reshma lives in Twickenham and enjoys spending time with her family and friends who are very important to her. Her passions include cooking, travelling and water sports.

Reshma can be contacted on 07956 839797 or via email at

“Reshma keeps in constant contact, which is very much appreciated as we are also to timely flex our investment position. She proved proactive and committed to develop our business. Fairly happy.”