Kritesh Patel

Independent Financial Adviser with Dafferns Wealth Limited



I have worked in Financial Services for 15 years, and being an Independent Financial Adviser allows me to focus on what I truly believe in.

I provide holistic financial advice and my expertise encompasses: investment and retirement planning, inheritance tax planning and protection advice. I focus on providing goal-based financial planning, with ongoing wealth management to help the growth and preservation of client assets.

  • Investment and retirement planning
  • Inheritance tax planning
  • Protection advice

Hobbies and interests

My main hobbies/interests include football, snooker, travelling and spending time with my family. I am a dad to a toddler so most of my spare time is spent with him and my wife. We enjoy taking him to activities, days out and I would love to say I have time to watch crime documentaries however I would be lying as I watch mostly children’s TV with him.

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