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    Home / Our Advisers / Edinburgh / Amit Taneja

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    Amit Taneja

    Wealth Management Consultant

    Amit began his career with Mattioli Woods in 2025 as a Wealth Management Consultant. With over 25 years of experience in financial services, Amit has built a robust career that spans retail banking and regulated financial advice. He started as a management trainee in banking and progressed to branch manager before transitioning into regulated advice in 2022.

    Amit is deeply passionate about improving his clients’ financial wellbeing by offering specialist advice in wealth management, retirement planning, tax planning, and estate planning. His commitment extends beyond financial guidance; he believes in building lasting relationships grounded in trust, integrity, and a profound understanding of what truly matters to his clients.

    He works closely with a diverse range of clients, including business owners, professionals, and retired individuals, taking the time to understand their unique priorities and delivering bespoke, holistic solutions to meet their needs.

    Outside of his professional life, Amit is happily married with one daughter and enjoys family holidays. He is a passionate cricket follower and an avid reader. As an active member of the Indian community in Edinburgh, Amit regularly participates in various community activities, contributing to the vibrant cultural fabric of the city.

    Amit Taneja - Mattioli Advisor
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