Client Testimonials

  • have had dealings with Minesh Patel for some time now, and find him to be extremely erudite and approachable. The service I have received from EA Financial Solutions has thus far been first class and I would have no hesitation in recommending his services.

    Richard, Avon
  • Has improved my Portfolio.Good advice is always given to my advantage.Would recommend Minesh as a truthful financial advisor who works hard on improving my situation.Returns on investments have shown his advice is worthwhile.

    What could they have done better?

    None! Very Happy

    Robert, Middlesex
  • Minesh Patel is considerate of what my needs and potential needs are, and advises me accordingly. His advice has generated very good profits for me since I started to use himas my adviser.

    Best regards, Rodney Lewis

    Rodney, Oxfordshire
  • Minesh always gives sound logical advice, with very clear communication of ideas and reasoning for suggested planning. Approachable and a pleasure to work with.

    Tim, West Sussex
  • Always contactable, his advice has always been sound

    Stuart, Hertfordshire
  • He has a keen eye for what is going on in the market. He informs me when I should be moving funds and tells me what I should expect and not expect to happen.

    Daniel, London
  • I am more than satisfied with all advice provided.

    What could they have done better?

    The quality of advice has improved significantly thus, at present i have no further suggestions as they have now all been actioned.

    Andy, Hertfordshire
  • Minesh offers excellent considered advice for both someone who knows little about the financial world to someone who wants much more sophisticated approach.

    C, London
  • Explains things very well.

    Gets back to you when he says he will.

    Good at problem solving.

    George, London, Avon
  • Looks "holistically" and helps clients understand risk profile

    Andrew Jacobs, London
  • Minesh understood my requirements for pension planning and savings very well and put forward recommendations that suited these

    What could they have done better?

    Nothing in particular as he does regularly review my portfolio to make sure that the returns remain the best for me.

    Val, Buckinghamshire
  • Minesh provides very good and straightforward advice in all areas.

    Thrasos, London
  • Original work was to advise about what to do with a small assortment of pensions once I'd reached 60 and was confronted with some choices to make with respect to various funds.

    Tim, London
  • Minesh Patel has a really relaxing way in which he deals with my finances and comes over as a very trustworthy person, but at the same time I trust him with all of the info he gives me and deals with on my behalf. He explains things so that I can understand and communicates so well. I wouldn't want anybody else to help me as we have built up a complete trust.

    Brenda V, Hertfordshire
  • He obtains full information, understands the objectives and performs well

    Christos, London

4.7

Minesh Patel financial-advisor-ifa ratings on VouchedFor

Minesh Patel financial-advisor-ifa ratings on VouchedFor

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Other Areas Of Expertise

    • Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    • Financial Planning

      Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions

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    • Financial Protection

      Many of us want to ensure that we and our families will be financially secure in the event that something should happen to us. Financial security for you and your dependents is vital for most people

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    • Pensions & Retirement

      A pension is simply a method of saving for retirement. The Government offer tax advantages to encourage individuals and companies to invest in pensions for their retirement.

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    • Portfolio Management

      One of our growing areas of success is our Portfolio Management Service. Our Advisors offer a complete financial planning and investment management service and do the work for you.

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    • Taxation

      Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances often change

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