Nilesh Patel
Advisory Client Manager

Joined Equilibrium in 2009

Before becoming part of the Equilibrium team, I spent nine and a half years at a large insurance company and four and a half years in an accounting and tax role.

When I first joined the firm I was immediately impressed by the fact they remembered me, as my original interview was about a year before I started! I began on a short-term temporary contract, but was subsequently offered a full-time role. I was looking for a fresh challenge and the dynamic approach Equilibrium had in the ever-changing financial services industry really appealed to me.

Tax planning is my specialism. And I love helping clients with their tax returns – they are always so relieved to get it done! I have always prioritised my professional learning and development and I am a Chartered Financial Planner, a Fellow of the Personal Finance Society (FPFS) and a Fellow of the Association of Chartered Certified Accountants (FCCA).

What clients say about Nilesh:

Excellent communication both from Andrew and Nilesh. Clear explanations, good overview of all our different options. - Miss Hall