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Clear Vision.Bespoke Advice for our Clients.

Harshil Patel

Harshil Patel

DipPFS
Independent Financial Adviser,
Director
Harshil is an experienced and trusted financial adviser specialising in tailored financial planning to help clients achieve their goals.
He has over 16 years of Wealth Management experience. In this time, he has nurtured long-term relationships with clients and aided them to make the right planning decisions for them and their families, including investments, retirement, protection, and legacy planning. He is a highly regarded and trusted adviser by his clients.
His primary aim is to build, grow and protect his client’s overall wealth.

Harshil established Artha Wealth Management after leaving HSBC to provide a personalised Financial Planning and Wealth Management service, offering tailored independent impartial advice across the whole of the market.

He chose to join the Vision Network in 2022, to fundamentally help clients achieve their own personal goals by being able to provide a truly independent and bespoke service through access to a truly whole of market approach that is now afforded to him by working under the Vision Network.

“I believe the key to providing suitable financial advice is fundamentally based on understanding my clients wishes, constraints, experience, and appetite, which can only be achieved by building long-term relationships. I joined the Vision Network to provide my clients with this combined with unrestricted access to the whole of market”.

Outside of work Harshil is married to Nisha. Together they enjoy eating out, travelling, and socialising with friends and family. Harshil is an avid sports fan and enjoys most sports and has recently taken up playing Golf.

Testimonials

“Harshil has been great at helping us invest, understanding our family structure and long term goals. He is very knowledgeable and is quick to come back to us when we have concerns or queries. Thank you”
“Professional service with a human touch provided”

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