Jem Patel

Jem began her career in financial services in 2023 after graduating with a degree in Accounting & Finance from the University of Bath. She joined Holden & Partners in January 2026 as a Paraplanner and supports advisers in delivering high‑quality, client‑focused financial planning.

Outside of work

Jem enjoys spending time outdoors and can usually be found making the most of good weather with long walks in the sunshine. She has a passion for travelling and is always looking forward to discovering new places and experiences.

Qualifications

Jem holds the CII Advanced Diploma in Financial Planning, the Discretionary Investment Management Certificate, and the CII Award in Long Term Care Insurance.