Insight Financial Associates
Kritesh Patel is an Independent Financial Adviser with experience at Insight Financial Associates since May 2022 and previously at Cobens Wealth Management from May 2018 to March 2021. Kritesh holds a BA (Hons) in Business & Financial Services from Nottingham Business School, Nottingham Trent University, completed between 2005 and 2009. Prior educational qualifications include A levels in Business, Accounting, Psychology, and Law from Wyggeston and Queen Elizabeth 1st College (2003 - 2005) and 9 GCSEs from Wreake Valley Community College (2001 - 2003).
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Insight Financial Associates
Insight Financial Associates is one of East Anglia’s premier firms offering independent financial advice to clients all over the country. With the head office in Norwich, Norfolk, Insight also has offices in Harlow, Sevenoaks, St Ives, Bridgend, Spain. With 21 Independent Financial Advisers focused on enabling clients to achieve and maintain their desired standard of living, Insight offers levels of service based on clients’ needs and financial goals. Insight Financial Associates is authorised and regulated by the Financial Conduct Authority. Working closely with Insight Private Finance Ltd (provides residential & Buy to Let mortgages and protection), Foresight Estate Planning & Will Writing (legacy planning, trusts and will writing) and Property Investment Partnership (below-market properties to grow wealth and generate income), Insight is able to offer clients an integrated and holistic financial service. For more information call 01603 268080 or visit www.insightifa.com