Kal Patel Wealth Management

: 41 Fox Hollow, Oadby, Leicester, Leicestershire, LE2 4QY

: FCA Number: 786603

Website Image of Kal Patel Wealth Management

Kal Patel Wealth Management, nestled in the charming area of Oadby, Leicester, is a highly-regulated firm, acknowledged by the FCA under registration number 786603. The firm is dedicated to guiding clients from Leicester and beyond through expert financial planning, and offering regulated advice on diverse finance segments including investments, life and pensions retirement advice. Our team of professionals also specialise in final salary pension transfers. Renowned in Leicestershire for an individualised and down-to-earth approach, we have been helping local families and individuals secure their financial futures. Trust us to provide you with reliable, personalised financial strategies that suit your unique needs. Visit us at 41 Fox Hollow, LE2 4QY, for a journey towards financial prosperity.

Their team includes one financial adviser. Check FCA registration here.

Kal Patel Wealth Management are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Kal Patel Wealth Management from the Motorway

From the M1, take the exit towards A5460. Slightly bear left to merge onto A5460, heading towards Leicester. Access the Leicester S / A563 ramp that leads to Ring Road / Leicester N. Subsequently, gently veer left to merge onto Lubbesthorpe Way / A563 moving towards Ring Road / Leicester S / Leicester E. Maintain your position on the left to continue driving on Lubbesthorpe Way / A563, and follow A563.
Upon reaching the roundabout, take the third exit onto Attlee Way / A563. At the subsequent roundabout, exit via the second route onto Leicester Rd / A6, continuing on A6. When you come to the roundabout, take the first exit onto Florence Wragg Way. Make a right turn onto Fox Hollow.
Lastly, turn left but stay on Fox Hollow. The destination will be on your right.

List of advisers under Kal Patel Wealth Management:

Kal Patel Wealth Management 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 http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.