Millie Patel

Senior Client Service Manager


Wealth management


Millie has gained a wealth of knowledge in the financial services industry, spanning circa 27 years.

As a Senior Client Service Manager,  Millie strongly believes that a client focused attitude should be at the forefront of our approach in order to establish trust and build strong working relationships.

She has completed the Certificate in Financial Planning and the Certificate in Mortgage Advice, and is currently working towards Diploma level.