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Vedanta Patel is a dedicated Financial Planning Support professional at Strabens Hall with a strong foundation in financial services. She holds RO1 and RO5 qualifications and is currently pursuing the RO2 certification.
Starting her career in 2018 as a Financial Services Administrator, Vedanta quickly advanced to roles with greater responsibility, including Paraplanner, before joining Strabens Hall.
She works closely with clients, Client Directors, and the technical team to manage meetings, prepare financial reports, and assist with regulatory forms.
Vedanta is known for her meticulous organization and proactive approach, ensuring seamless client experiences and exceptional service.
Why I decided to work at Strabens Hall.
Strabens Hall is a leading wealth management and financial planning firm known for its commitment to delivering personalized, client-focused solutions. Working here provides me the opportunity to collaborate with a team of experienced professionals, gain exposure to complex financial planning scenarios, and contribute to a firm that values integrity. Their reputation for excellence and a holistic approach to wealth management aligns with my desire to make a meaningful impact in clients’ financial lives.
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