Hetal Patel
Bsc (Hons), DipCII, CeFA, CeMap
Married with two children, my family and I enjoy our holidays and social life. Like most we are also on a financial journey working towards a future that will enable us to continue this lifestyle.
About
Over 20 years of dedicated experience working with our clients’ to create a financial journey towards their life objectives. We help our clients’ build a customised plan through attentively listening, caring and offering personalised solutions.
We pride ourselves on delivering a well-rounded, professional service built on the solid foundations of truly understanding our client’s needs both today and in the future.
It’s never too early or too late to start planning for your future.
The start of your financial journey is one call away!
Testimonials
I am very satisfied with the service and advice I receive from St. James's Place. Hetal and Minesh (RKP Wealth Management) are my advisers and they are both very friendly and knowledgeable. They have made many suggestions to me regarding my money that I would not have thought of myself. My inves...
Past performance is not indicative of future performance.
Hetal was a fantastic adviser who helped us navigate a complex situation. She was always on hand to answer any questions we had, and helped us find the right deal for us. I would not hesitate in recommending her excellent services.
Hetal has taken time to get to know my financial needs in order to tailor her advice to my requirements regarding my impending retirement. She has displayed a vast knowledge of finance and is able to pass on this knowledge in a way that is easy to understand. I have no hesitation in recommending ...
We have known Hetal for many years. We find her to be a caring person who listens to her clients needs. Her advice has been straight to the point and well organised. We fully entrust our retirement and investment planning to her.
Having known of Hetal and her excellent reputation for several years, she was my first call when I needed help with my financial affairs as other challenges in life took over. I know her to be trustworthy, diligent and caring in persuing the best client care with her aim to provide quality servi...
Hetal has recently renewed our pensions and we have really appreciated her sound and trustworthy advice. She always takes time to listen to our needs and puts our interest first. Having known Hetal for several years, we know the professional service and support she would provide would be exceptio...
Hetal tailored her advice to suit our particular requirements and demonstrated a wealth of knowledge to provide a thorough review of our finances, a new life insurance policy and a new investment fund. Hetal's ability to listen and clearly articulate our options inspired trust and confidence and ...
Hetal has given us sound and thorough advice. We are impressed by her hard work and diligence. I would recommend her to anyone.
RKP Wealth Management have always put my interests first, by giving trustworthy advice. The service and support have always been exceptional. I would not hesitate in recommending RKP Wealth Management to anymore.
We have know, been supported and advised by Hetal on all of our financial and investment matters for over 6 years. We feel very fortunate to have met Hetal and more recently Minesh. We have developed a very strong relationship based on trust and openness. Knowing our financial investments are bei...
I first learned of RKP Wealth Management several years ago when my dad used their services to structure his finances after he retired. He was always very positive about Hetal, and as our money started to grow my husband and I contacted her to see what advice and services RKP Wealth Management cou...
Hetal &%3B Minesh give sound financial advice that is patiently explained. Any questions are welcomed, never deemed silly, are answered in a friendly, professional manner, that promotes confidence in the products and services they provide. I look forward to their continuous support.
When I first came across Hetal when I was refused help by another company regarding my pensions (being told the pot was not big enough for them). From first contact with Hetal and Minesh I received excellent help and advice. Hetal and Minesh are very knowledgeable, explaining clearly options afte...
I can honestly say that working with Hetal and Minesh at RKP Wealth Management has been a genuine pleasure from start to finish! Not only are they knowledgeable and professional in their approach but patiently explain every aspect of what we are getting ourselves involved with financially! I woul...
I am very satisfied with the service and advice I receive from St. James's Place. Hetal and Minesh (RKP Wealth Management) are my advisers and they are both very friendly and knowledgeable. They have made many suggestions to me regarding my money that I would not have thought of myself. My inves...
Past performance is not indicative of future performance.
Hetal was a fantastic adviser who helped us navigate a complex situation. She was always on hand to answer any questions we had, and helped us find the right deal for us. I would not hesitate in recommending her excellent services.
Hetal has taken time to get to know my financial needs in order to tailor her advice to my requirements regarding my impending retirement. She has displayed a vast knowledge of finance and is able to pass on this knowledge in a way that is easy to understand. I have no hesitation in recommending ...
We have known Hetal for many years. We find her to be a caring person who listens to her clients needs. Her advice has been straight to the point and well organised. We fully entrust our retirement and investment planning to her.
Having known of Hetal and her excellent reputation for several years, she was my first call when I needed help with my financial affairs as other challenges in life took over. I know her to be trustworthy, diligent and caring in persuing the best client care with her aim to provide quality servi...
Hetal has recently renewed our pensions and we have really appreciated her sound and trustworthy advice. She always takes time to listen to our needs and puts our interest first. Having known Hetal for several years, we know the professional service and support she would provide would be exceptio...
Hetal tailored her advice to suit our particular requirements and demonstrated a wealth of knowledge to provide a thorough review of our finances, a new life insurance policy and a new investment fund. Hetal's ability to listen and clearly articulate our options inspired trust and confidence and ...
Hetal has given us sound and thorough advice. We are impressed by her hard work and diligence. I would recommend her to anyone.
RKP Wealth Management have always put my interests first, by giving trustworthy advice. The service and support have always been exceptional. I would not hesitate in recommending RKP Wealth Management to anymore.
We have know, been supported and advised by Hetal on all of our financial and investment matters for over 6 years. We feel very fortunate to have met Hetal and more recently Minesh. We have developed a very strong relationship based on trust and openness. Knowing our financial investments are bei...
I first learned of RKP Wealth Management several years ago when my dad used their services to structure his finances after he retired. He was always very positive about Hetal, and as our money started to grow my husband and I contacted her to see what advice and services RKP Wealth Management cou...
Hetal &%3B Minesh give sound financial advice that is patiently explained. Any questions are welcomed, never deemed silly, are answered in a friendly, professional manner, that promotes confidence in the products and services they provide. I look forward to their continuous support.
When I first came across Hetal when I was refused help by another company regarding my pensions (being told the pot was not big enough for them). From first contact with Hetal and Minesh I received excellent help and advice. Hetal and Minesh are very knowledgeable, explaining clearly options afte...
I can honestly say that working with Hetal and Minesh at RKP Wealth Management has been a genuine pleasure from start to finish! Not only are they knowledgeable and professional in their approach but patiently explain every aspect of what we are getting ourselves involved with financially! I woul...
I am very satisfied with the service and advice I receive from St. James's Place. Hetal and Minesh (RKP Wealth Management) are my advisers and they are both very friendly and knowledgeable. They have made many suggestions to me regarding my money that I would not have thought of myself. My inves...
Past performance is not indicative of future performance.
The Partner Practice 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
