Niki Patel

Our Team
Niki Patel

Niki is a key member of our Techlink editorial and technical consulting team providing invaluable insight on all aspects of tax, trusts and investments in the financial planning process. Her experience to date and with Technical Connection uniquely qualifies her for this.

Prior to joining Technical Connection, Niki worked for Lloyds Banking Group for 11 years gaining an excellent knowledge of all aspects of tax and trusts. Her earlier roles include working within a large city law firm and as a trust administrator.

Joined Technical Connection in February 2013.

Qualifications

Top
"My first task of the day is to read the news updates on Techlink... and I remain firmly convinced that no professional in the financial planning profession and the industry that support us, can operate without having daily access to Techlink."
David Owen, The Openwork Partnership
"Techlink and Technical Connection have seamlessly integrated into my business, delivering invaluable insights, unparalleled expertise, and consistently relevant and informative resources. Their highly qualified team's unwavering support and knowledge sharing have become indispensable for our success."
Carla Brown, Oakmere Wealth Management Ltd
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