Our team of advisers

Alka Financial Services Limited consists of a team of competent, committed and experienced employees. Allow us to introduce them to you on this page.

Kailesh Patel

Director / Adviser


Kailesh joined the financial services industry in 1988 and continues to develop tailored solutions for individuals and corporate entities. He has expertise in Wealth Management, Self-Invested Personal Pensions (SIPP), Corporate Benefits and Small Self-Administered Pension Schemes (SSAS). He is married with two children and enjoys outdoor pursuits as well as conservation interests in Africa.


Paul Thomas

RDR Strategist & IFA


Paul has taken 28 years of IFA sector experience into the Compliance,Training and Recruiting for a number of Simply Biz members along with maintaining his IFA status.


Neil Morjaria

Adviser, analyst, paraplanner & consultant


Neil has over 15 years of experience in the financial markets stemming from a degree in Banking & Finance from Loughborough University. Having spent 7 years trading equities and derivatives for City hedge funds, he joined Alka Financial Services Ltd in 2006 as an investment analyst and paraplanner and now is a financial adviser himself with a primary focus on managing our clients’ investment and pension portfolios.


We are located at:

Alka Financial Services Limited

799 Harrow Road



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