Senior Partner Practice of St. James's Place Wealth Management
Prior to joining Regency Financial Planning, Amit enjoyed a very successful career within financial services and was consistently named as one of the top financial planners in HSBC. Amit took the decision to join Regency to have access to a greater range of financial solutions to increase his ability to achieve clients' goals.
Amit has a 14 years of industry experience and advising both individuals and businesses on all aspects of financial planning, this includes:
Inheritance Tax Planning
Pension and Retirement Planning
Personal & business Protections
Amit understands that for most people, making and planning financial decisions is a complicated landscape. He is passionate in helping his clients to understand and navigate through this through face to face advice which is open, honest and jargon free. The level of satisfaction may be judged by the fact that most new clients predominantly approach him as a result of personal or professional recommendations.
Amit holds Chartered status and has been awarded Fellowship of the Chartered Insurance Institute, which qualifies him at the highest level.
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.