All Enquiries 01959 532502
OUR TEAM
Atul Narharidas Patel (Ajay)
Principal
He has wealth of experience in all kinds of businesses having successfully operated several business from Retail to Wholesale. Fully connected with clients and always putting himself in their shoes to understand their needs . His objectives are simple in making his clients safe, secure and Independent. He addresses his clients needs with help from network of expertise each specialist in their own sector such as Taxation, Legal matters and Wealth Managers as he believes no one can master it all.
Ajay also is the principal of Regency Financial Services established in 1997 protecting his clients and their businesses comprehensively.
Tel: 01959 532502
Email: atul@principals.biz
Fiona Elizabeth Wiseman
General Insurance
A change in career from being in the Oil Industry to in-charge of Principals General Insurance Department. Never stops learning and providing guidance to all our clients in securing their family home to their real estate portfolio, commercial fleet and many other GI products such as Travel Insurance to any kind of specialist Insurance.
Tel: 01959 532502
Email: fiona@bima.tv
Ajay Patel (Aaron)
Admin & Office Manager
Aaron has been with Principals now since2017 as an Administrator and Compliance ensuring company files and procedures are always upto date and every file is fully compliant and more importantly clients too are always kept upto date on the progress of their application.
Tel: 01959 532502
Email: aaron@bima.tv
Nikhilesh Hemantkumar Patel (Nik)
Administrator
Nik is currently working as an administrator with Principals and working his was to becoming an IFA at the same time full time at University studying Finance & Economics
He understands the importance of managing clients expectations. Always looking to improve and implement best practice & principles and sharpening the company’s IT & processing policies.
Tel: 07487 822 559
Email: nik@principals.biz
Anand Ravindrabhai Patel
Administrator
Since joining the company in Feb 2020 Anand has grasped the industry like duck to water and keen in gaining experience particularly in Commercial Finance Sector and will soon be working toward obtaining his qualifications. Dedicated to his work, excellent team player and a natural in this industry.
His past experience in the Business has helped him understand clients needs and expectations.
Tel: 07437 696 272
Email: anand@principals.biz
Steve Hughes
Adviser
l have over 30 years of experience within the Financial Services industry. l have never had the need to look for business, the rapport that l have with clients means most of his business is through client recommendation and returning custom. My client’s needs are paramount, and l will always go the extra mile to make sure applications run smoothly from start to finish.
l work with an open-door policy, which means nothing is too much trouble. My open and honest approach makes all feel that they are in the best hands.
