Each Client is appointed a Wealth Manager to organise and review their affairs.
Our Team is comprised of highly qualified people with a passion for excellent service.
Wealth Management:
Mark Estcourt - Wealth Manager
Richard Vessey - Wealth Manager
If you are interested in joining us please contact the Office, we would be pleased to hear from you.
Raj Patel - Wealth Manager
raj.patel@merchantcavendishyoung.com
Qualifications – Member of the Chartered Insurance Institute - Cert PFS and BA (hons) in Politics.
Raj has been in the Profession since leaving University in 1997 and came to Merchant Cavendish Young in March 2007.
Raj is able to provide technical advice in relation to numerous aspects of our client's financial affairs and is our resident expert on Inheritance Tax planning.
His motivations for the future are to take further professional examinations and to eventually become a Chartered Financial Planner.
Raj is very interested in Football and takes a very active interest in Liverpool FC.
