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Our Wealth Planners

Patrick Naile

Wealth Planner

Qualifications:

Dip PFS

Biog:

Before joining Sanlam during early 2015, I fulfilled the role of a Wealth Management Professional. Throughout my career, I have handled a variety of clients including senior government Ministers, industrial oligarchs and some of the City’s finest bankers and financiers. My experience working abroad has led me to develop a critical understanding of cultural diversity and foreign customs..

I now strive to work in a more client-centric environment; this is precisely where Sanlam and I converge. I adopt a holistic approach with my clients, getting to know them in an open and honest matter to create strong and durable bonds.

In my spare time, I enjoy taking care of my three grand-children, riding motorcycles, and swinging the tennis racket. I love to watch Bloomberg and CNBC, following the feeds for hours on end.

Additionally, I was in the Army, but that’s another story...

Contact:

getintouch@sanlam.co.uk

Testimonials:

Patrick Naile

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.