Amal Mashru

After graduating from Brunel University London with an honours degree in economics, Amal temporarily returned to Leicester to join Mattioli Woods as a graduate account manager, administering client portfolios. His first few years were spent understanding the operations and workings of financial services, and he quickly expanded his responsibilities by assisting with the development and launch of new wealth management solutions to the team.

After qualifying to give advice through the Investment Advice Diploma, Amal returned to London and gained a Chartered Membership with the Chartered Institute for Securities and Investment (CISI).

Amal now provides advice to a wide range of clients across the country, including business owners, senior executives and partners within law, private equity and venture capital. This has been further advanced by providing advice on the financial planning within early stage and private market investments.

His clients all have their own unique circumstances and deserve a personalised approach. Amal enjoys giving authentic advice that is clear and transparent. This extends to employees and graduates of businesses where he enjoys providing financial education to help individuals embark on their own financial planning journeys.

When not working, Amal makes time to socialise with family and friends, or occasionally spends time on the golf course.