FinancePlace Small Businesses
Why choose FinancePlace?
Hi, my name is Krunal Patel and I am an independent financial planner.
You manage significant family wealth and you want to work with a professional who you can trust to build and protect that wealth.
You are looking to fund your dream retirement or have already retired and concerned about managing your family wealth and ensuring your loved ones will be looked after if cannot do do so in the future.
If you lead a busy life and are time poor, you will understand the value of delegating management of your finances to a trusted advisor. You want independent, ethical advice not tied to any institution or product provider.
Products and Services
Financial Services