Viral Patel
10
out of 10
3 verified reviews on
Get your finances in shape for a confident future - Like a personal trainer for your money, we’ll help you cut through the confusion, take control and make sure your finances are working hard for the life you want.
I advise on
Retirement Planning
Financial Planning
Investment Planning
Estate Planning
Independent Financial Advice
Wealth Management
Protection Planning
Independent Mortgage Broking
Later to Life Borrowing
Lifestyle Planning
Accreditations
Certificate in Mortgage Advice and Practice (CeMAP®)
Certificate in Regulated Equity Release (CeRER®)
Diploma for Financial Advisers (DipFA)
Certificate for Financial Advisers (CeFA®)
BEng. Honors in Engineering Science and Technology
BTEC National - Electronics Engineering
Consumer Duty scores
Products and Services
10
/ 10
Based on 2 responses
Price and Value
10
/ 10
Based on 2 responses
Consumer Understanding
10
/ 10
Based on 2 responses
Consumer Support
10
/ 10
Based on 2 responses
Last updated 19 September 2026
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