Shrikesh Pattni - Financial Planner

Shrikesh joined us in March 2024 with over a decade of progressive financial service experience in operational and strategic capacities.

Shrikesh holds the Level 6 Chartered Financial Planner qualification and has been awarded the investment management accreditation, IMC, by CFA UK.

Shrikesh has a background in advisory and wealth planning roles within banking, wealth management, IFA, and, recently, the fintech sphere. He was one of the early movers in the industry that integrated artificial intelligence capabilities into the regulated advice sector.

Beyond his professional pursuits, Shrikesh is dedicated to upholding a healthy lifestyle and is an avid traveller. During his recent trip to the US, he ventured into and safely ‘returned’ from the Bermuda Triangle!