Viral Patel in

Viral Patel

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Alternative Financial Planner at Custodia Financial Services
📍 London Area, United Kingdom

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
19 Years
Current Role
Alternative Financial Planner
Location
London Area, United Kingdom
Personality Overview

How Viral shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Viral cares about

Strategic Priorities
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Career

Work history

4-2012
Alternative Financial Planner
Custodia Financial Services
1-2010 - 2-2012
Independant Mortgage Broker
Evolution Mortgage Solutions Ltd
5-2008 - 12-2009
Financial Planner
HSBC Bank PLC
1-2007 - 4-2008
Independant Mortgage Broker
Mortgages Direct Ltd (Haart)
3-2006 - 1-2007
Independant Mortgage Broker
New Leaf Financial Service
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Level 6 Certificate in Advanced Financial Planning
The Chartered Institute for Securities & Investment (The CISI)
Diploma for Financial Advisers (DipFA)
LIBF
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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