Senior Partner Practice of St. James's Place Wealth Management
Amit understands that most people find making financial decisions a complicated landscape and is passionate about helping his clients to understand the options available to them.
Amit’s aim is to help identify your financial priorities and objectives, and then develop a strategy to help achieve these goals within your desired time scales. Once this plan is in place he is committed to providing a bespoke personal service tailored to your specific needs with a focus on building a long-term relationship.
From the moment that you decide to become a client, Amit is committed to demonstrating the value of this relationship through the service that he will deliver to you and your family on an ongoing basis.
Amit is well placed to deliver this with over 12 years’ experience in financial services along with an extensive knowledge in;
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Regency Financial Planning is a trading name of Regency Wealth Ltd. Regency Wealth Ltd is registered in England and Wales, Number 7970712. Registered Office: Unit 6 Calder Close, Calder Park, Wakefield, West Yorkshire, WF4 3BA.