Atul Narharidas Patel (Ajay)
Principal
He has a wealth of experience in all kinds of businesses having successfully operated several businesses 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
Head of 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 583995
Email: fiona@bima.tv
Ajay Patel (Aaron)
General Insurance
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 583995
Email: aaron@bima.tv
Nikhilesh Patel (Nik)
Case Manager
Nik is currently working as a Case Manager 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
Trainee Adviser
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
Hetvi Trivedi
Office Manager
Since joining the company in June 2023, Hetvi has excelled in her role as an Office Manager and Senior Mortgage Administrator, adapting to the demands of the mortgage industry. With a keen interest in ensuring seamless operations and maintaining client relationships, she is dedicated to improving her knowledge in the mortgage sector and is consistently exploring opportunities for professional growth.
As Office Manager she promotes teamwork, and her decision-making abilities ensures positive outcomes within the team.
Keya Vyas
Compliance Officer
Keya made a successful transition from the banking sector to the mortgage industry in 2023. Initially joining as a Paraplanner, she was responsible for client processing, analyzing client databases, and conducting research to determine the most suitable outcomes for each client’s needs.
Her expertise and dedication led to her promotion as Compliance Officer, where she now ensures that all cases are fully packaged, compliant, and in line with policies, while overseeing the adherence to procedures. A natural team leader, Keya is also pursuing a Law Degree from a university in India, further enhancing her professional skills
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We are a whole of market Broker with over 30 years of experience and access to a wide range of providers. Besides Finance, we also specialise in General Insurance via our sister company Bima and advice on the whole range of Mortgages and Loan protection via Regency Financial Services.
