Niraj Patwa's Linkedin Analytics

Thank you for taking the time to visit my profile. I have spent 18 years working in Insurance, Telecom, Banking and Wealth Management sectors spanned across various continents. It has allowed me to gain valuable insights and experiences required to understand the needs of complex businesses. I appreciate and value the fact that entrepreneurs and high flying city professionals, who while extremely successful in their respective careers, do not have adequate time to manage their financial affairs most effectively. We all live in a complex world where successful businesses, individuals and families need sound financial advice that they can depend on. As a Senior Partner Practice of St. James's Place Wealth Management the solutions we offer includes access to the investment management approach and expertise of a FTSE 100 company. I provide solutions from a wide range of products and services that have been carefully selected and are constantly monitored, including: ► Investment and Wealth management planning ► Retirement planning ► Inheritance tax planning ► Financial protection ► Tax efficient Planning for bonus payments ► School and University Fees planning ► Residential and referral to commercial mortgages Please contact me directly if you or someone you know would like to benefit from the services I provide. Email: [email protected] Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value therefore can go down as well as up. You may get back less than you invested. Commercial Mortgages are not regulated by Financial Conduct Authority. Crawford Dean Wealth Management Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 13/07/2023