Rohan Patel 1

020 7269 7960

Rohan Patel

Client Manager

“I love the variety involved in my role. Working directly with clients, helping them to achieve their goals provides great satisfaction but I also relish the more technical and problem-solving aspects of financial planning.”

Rohan is a Chartered Financial Planner with over ten years experience in financial services, working in both advisory and support roles.

He became part of the Paradigm Norton team following the merger with The Red House in 2017.

Rohan originally joined The Red House in May 2016 and works in the advice team on the day to day management of clients’ affairs. He also sits on Paradigm Norton’s Retirement Planning Committee helping to ensure the company keeps pace with the changes and developments in the evolving world of pensions.

Outside of work

On Saturdays in the summer months you will find Rohan playing for his local league cricket team, indulging in some gentle ‘sledging’ from behind the stumps as well as seeking that elusive first century with the bat. He is also a keen traveller and would love to re-visit South America following an extended period travelling around the continent in 2014.

Speak to a member of our financial planning
team today on Bristol 01275 370 670
or London 020 7269 7960.