Jem Patel

Trainee Financial Planner

About Jem

My interest for financial planning comes from a desire to have a positive impact on clients by guiding them on their way to a more secure financial future.

I joined The Penny Group as a Trainee Financial Planner after graduating from the University of Bath with a degree in Accounting & Finance. I am currently working towards my Diploma in Regulated Financial Planning. I am excited about collaborating with clients to help them achieve their financial objectives.

Jem Patel Trainee Financial Planner at The Penny Group