I’m passionate about helping people take control of their finances and achieve peace of mind for the future. With a background in successfully running my own business, I bring a deep understanding of the challenges my clients face, along with a genuine drive to make financial planning simple, personal, and effective.
I founded Goel Wealth Management to help individuals, business owners, and self-employed professionals take control of their finances and build a secure future. My journey into wealth management is deeply personal. Facing my own battle with cancer taught me how unpredictable life can be and reinforced the importance of having a solid financial plan. That experience gave me a unique perspective and fuels my passion for helping others navigate their own challenges with clarity, care, and confidence.
With a background in successfully managing my own business, I understand the complexities, pressures, and opportunities my clients face. This first-hand experience allows me to provide tailored, practical advice that aligns with your personal and professional goals.
Based in London, I am focused on building Goel Wealth Management into a trusted name across the UK. My vision is to create a Practice known for delivering clear, thoughtful, and effective financial solutions that not only protect what you’ve worked hard to achieve but also give you peace of mind and confidence in your future.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.