Who does what in our business? Like most websites, we have a ‘Meet the team‘ page, which tells you a bit about each of our team members. But in this news feature, ‘Three minutes with…’ we delve into their lives a little bit further – both inside and outside the office.
Now it’s for one of our Directors, Shai Patel, to take part.
Tell us what you do in one sentence
The short version is I run an IFA company in London with my business partner, Andy Waller. My primary role is to provide financial advice to many individuals but in reality I juggle lots of jobs…. adviser, director, administrator, shrink etc…I suppose like many business owners.
What does a typical work day look like for you?
Thankfully there is no typical day. One of the reasons why I love this job is that every day brings something different and a new challenge. Clients, compliance, paperwork, marketing, networking (mainly in the many bars near our offices in London) all have their attributes I find fascinating.
Describe Generation Financial Services in three words
Honest, professional and ethical.
If you’re not working, where can you usually be found?
Playing golf, either on UK soil or abroad.
What’s the best way of getting in touch with you?
Either on the telephone – 020 3728 7900 or email – firstname.lastname@example.org