Aneeka Patel

Chartered Financial Planner

Aneeka is a Chartered Financial Planner who has worked in financial services since 2013 and joined Raymond James, Barbican in 2023. She offers personalised financial planning to grow and protect her clients’ wealth and help to achieve what matters to them.

She is passionate about helping clients to feel in control and empowered to make informed decisions, supported by a unique plan that balances their short, medium and long-term objectives.

Outside of work, Aneeka enjoys recharging with a woodland walk, travel, catching up with friends and family, and getting stuck into a TV series.