Amit Mehta
With over a decade of experience in wealth management and financial planning, Amit is a Senior Chartered Financial Planner specialising in advising individuals, affluent families, and corporate clients. Amit has attained Level 6 Chartered Financial Planner status — the gold standard qualification held by only 15% of advisers nationwide.
Recognised as one of Citywire’s Top 35 Next Generation Advisers in both 2023 and 2024, Amit has been featured across respected financial publications including Citywire and the Financial Times, cementing his reputation as an authoritative, forward-thinking adviser.
Having previously managed over £200 million of client assets at a major national consolidator and co-launched the wealth planning division of a boutique practice, Amit combines institutional rigor with high-touch personal service. Outside work, he is passionate about fitness, golf, international travel, and spending time with his young family.