Shenley Private Wealth | Financial Adviser in Milton Keynes

Max Patel has been financial adviser and wealth manager to my wife and I for many years and we have found her to be exceptionally professional, thorough and proactive in her handling of all aspects of our finances and assets. Max has a wide knowledge and is both reliable and trustworthy. She is a tr...

Private Client| Director

She has the kind of deep subject knowledge that you suspect only comes from having the experience to put each new financial change into proper context. Moreover, she listens and understands us as people so that having her as our adviser has become a relationship we truly value. She's completely dese...

Adam Barnard| Director

I have only known Max for 9 months, but during that time she has impressed with her approach towards my retirement planning. A few home truths helped me make decisions I had been putting off for years, and whilst time will only tell how much we achieve, the enthusiasm of Max and her team are second ...

Andrew Kitcher

I have been a client of Minaxi for about 15 years. She has always given such honest helpful advice. Her exceptional support has significantly helped me to grow personally and in business far beyond where I thought I could. Minaxi is very knowledgeable with a friendly manner, and always has time...

Ketan Panchal| Dentist

Placing your financial future into someone’s hands, you have to trust that person and believe they’ll give you and your family the best advice for the long term. Max has done just that, providing us with guidance covering a wide range of aspects of our future. The best recommendation I can give is I...

Mike Adamson| Local Director

I have known Max Patel for over 20 years. In that time, she has managed my finances and I can honestly say I would not want anyone else to manage my portfolio. She is a very capable, calm and professional person and my portfolio has gone from strength to strength. This is down to Max’s skill and exp...

Minal Rajshakha| Solicitor

Max Patel has been our adviser for a number of years now, and we greatly value her advice and friendly service. Max is always responsive and helpful. We are extremely pleased with the performance of our funds to date and appreciate Max’s input to our financial planning for the future.

Name Supplied

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.

Max Patel has been financial adviser and wealth manager to my wife and I for many years and we have found her to be exceptionally professional, thorough and proactive in her handling of all aspects of our finances and assets. Max has a wide knowledge and is both reliable and trustworthy. She is a tr...

Private Client| Director

She has the kind of deep subject knowledge that you suspect only comes from having the experience to put each new financial change into proper context. Moreover, she listens and understands us as people so that having her as our adviser has become a relationship we truly value. She's completely dese...

Adam Barnard| Director

I have only known Max for 9 months, but during that time she has impressed with her approach towards my retirement planning. A few home truths helped me make decisions I had been putting off for years, and whilst time will only tell how much we achieve, the enthusiasm of Max and her team are second ...

Andrew Kitcher

I have been a client of Minaxi for about 15 years. She has always given such honest helpful advice. Her exceptional support has significantly helped me to grow personally and in business far beyond where I thought I could. Minaxi is very knowledgeable with a friendly manner, and always has time...

Ketan Panchal| Dentist

Placing your financial future into someone’s hands, you have to trust that person and believe they’ll give you and your family the best advice for the long term. Max has done just that, providing us with guidance covering a wide range of aspects of our future. The best recommendation I can give is I...

Mike Adamson| Local Director

I have known Max Patel for over 20 years. In that time, she has managed my finances and I can honestly say I would not want anyone else to manage my portfolio. She is a very capable, calm and professional person and my portfolio has gone from strength to strength. This is down to Max’s skill and exp...

Minal Rajshakha| Solicitor

Max Patel has been our adviser for a number of years now, and we greatly value her advice and friendly service. Max is always responsive and helpful. We are extremely pleased with the performance of our funds to date and appreciate Max’s input to our financial planning for the future.

Name Supplied

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.

Max Patel has been financial adviser and wealth manager to my wife and I for many years and we have found her to be exceptionally professional, thorough and proactive in her handling of all aspects of our finances and assets. Max has a wide knowledge and is both reliable and trustworthy. She is a tr...

Private Client| Director

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