Akbar Patel

I’m Akbar, an Independent Financial Planner with over 17 years of experience, dedicated to helping individuals and families achieve their financial aspirations. By adopting an independent and holistic approach to financial planning, I ensure that every solution is uniquely tailored to meet your circumstances and goals.

As a proud member of the Chartered Insurance Institute (CII) and the Personal Finance Society, I hold a Diploma in Financial Advice (DipFA) and certifications in Mortgage Advice, Equity Release (CII MP&ER), and Long-Term Care. Additionally, I am also a nationally recognised VouchedFor Top Rated Adviser.

I specialise in providing expert guidance on long-term care, pensions, savings and investments, and inheritance tax planning. Based in Gloucestershire, I am passionate about helping clients navigate complex financial landscapes with clarity and confidence, empowering them to make informed decisions.

Outside of work, I enjoy walking and spending quality time with my daughters, which keeps me inspired and grounded.

My approach is highly professional, personalised and hands-on, with every bespoke plan carefully crafted to provide financial security, peace of mind with a clear path toward. This means that together we can create realistic and actionable strategies designed to meet your specific needs and aspirations.