SAMIT PATEL

Samit is a Financial Planner in our London team, working with clients to help them realise their long-term financial goals.

Experience

After starting his career in finance in 2003 as a mortgage broker, Samit worked with various estate agents in London, before spending time at HSBC and Citibank, where he specialised in wealth management for high net worth clients. He joined The Fry Group in 2013.

Samit has a degree in Computer Systems Engineering from City University and a Diploma in Financial Planning. He is a RDR Qualified Independent Financial Adviser and also holds the Certificate in Discretionary Investment Management, the Certificate for Financial Advisers (CeFA) and the Certificate in Mortgage Advice and Practice (CeMAP).

Outside of work

Away from work Samit enjoys playing tennis, going to the gym and keeping fit.