Our team of advisers

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.