Partner Practice of
St. James's Place Wealth Management
 

Vinay Shah, Director

I left university in 1992 with a Business Studies with Finance Degree embarking on a career within the Financial Services industry with Life Association of Scotland.

In 1993 I became an Independent Financial Adviser providing holistic Independent Financial and Mortgage Advice, as well as promoting Investment Opportunities in Property Investment both in the UK and abroad.

In April 2015, I accepted an invitation to become an Partner Practice of St. James's Place providing tax efficient investment planning, corporate advice and personal mortgages and protection.

My personal interests include, playing Badminton, Supporting Liverpool Football Club and watching Movies and spending time with my young family on holiday and family days out.



Samit Patel, Adviser

Samit joined us in August 2015 after completing his Masters’ Degree in Economics and Finance. Samit started his journey as an administrator, he then successfully completed an internal St. James's Place Academy Course to become a Paraplanner. At the same time, he has gained his Diploma in Financial Planning. He has now moved into this new role as an Adviser where he will be offering holistic financial advice.

Samit is a keen Manchester United fan and also follows the NFL. He spends his leisure pursuing his hobbies around keeping fit and swimming as well as travelling in his spare time, looking to experience new places and cultures.



Rachana Vyas, Mortgage and Wealth Adviser

Rachana has well over 10 years of experience in Financial Services, having worked as a Mortgage Adviser, Paraplanner and as a Wealth Adviser. Rachana enjoys the challenge of communicating technical knowledge to clients clearly and jargon-free.

Rachana especially likes helping people to achieve their financial ambitions and working closely with them, building long term relationships across industries, geographies, and backgrounds.

Rachana is passionate about making Financial Services more accessible to women and improving the recognition of women as an important economic force.

In her free time, she enjoys spending time with her husband and children, hosting, and attending dinner parties, playing lawn tennis, and indulging herself with shopping trips



Dipti Shah, Operations Manager

Before joining VS Wealth in August 2019, Dipti worked for both the private and public sector since graduating with a BA (hons) in Business Studies. Dipti brings extensive years of experience in project management, coaching and managing teams.

As an operations manager, Dipti works closely with a great team of staff and Vinay to ensure the business plan and strategies set are on course. Dipti’s focus is to improve organisational processes, and work to improve quality, productivity, and efficiency. Dipti has exceptional organisational skills and awareness both internally and externally when it comes to levels of service and communication required by clients. Dipti takes ultimate pride in the smooth running of VS Wealth at its heart as the organisation thrives to grow the business and improve client experience.

Dipti spends time with her two teenage children and maintains an active lifestyle. She enjoys hiking, walking, and exploring National Trust sites especially those with water features. She loves to travel and more recently cruising. Cooking is her passion and she supports different charities wherever she can.



Nishi Shah, Mortgage & Protection Administrator

Nishi joined Vinay as part of the team in 2001 and has worked closely with Vinay providing him and his clients with Administration Support and has become an integral part of the business. She is well known by our clients for providing a friendly and personal service and thrives on providing support to them especially around mortgages and protection.

Nishi has a large family around her and has a teenage daughter and this keeps her busy during her spare time.



Prath Ratnayake, Wealth Management Administrator

Prath joined in June 2020, after undergoing a completely virtual recruitment and onboarding. Prior to this, Prath interned at Ark Wealth Ltd. and IBM, alongside attaining a Master’s in Finance and a Bachelor’s in Chemical Engineering. Prath supports Vinay from a wealth administration perspective, whilst striving to foster long-lasting relationships with clients, as the firm continues to grow.

Outside the office, Prath is a passionate sportsman; actively training in Basketball as well as an eager Golden State Warriors fan. Prath also enjoys playing the Piano and is somewhat of a chocoholic!



Judy Walshe, Client Services Assistant

Joined VS Wealth in December 2019 as a Client Services Assistant. Judy’s role involves client contact to help and arrange client meetings for the Practice.

Judy brings many years’ experience working with senior management in the Financial Services arena.

Born in Ireland, Judy has lived and worked abroad and enjoys travelling.

Outside of work Judy is a keen walker and fund raises for local charities. She enjoys watching golf and rugby and plays Bridge.