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    Home / Our Advisors / Amit Joshi

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    Amit Joshi

    Wealth Management

    Following the completion of a degree in accounting and finance and spending some time working as a trainee accountant in New York City, Amit moved back home to Leicester and joined the financial services industry. He joined Mattioli Woods in 2006 and spent his early years with the business as a client relationship manager alongside working with the Investments and Compliance teams. Over the last fifteen years, Amit has developed great relationships with clients he now calls friends, introduced through his network of professional contacts across the country, while ensuring good client outcomes remain top of his agenda on a day-to-day basis. In addition to this, his role as Wealth Management Director for the Midlands consultancy teams allows Amit to work alongside both newly qualified and senior wealth management consultants in assisting their clients. Amit is also part of the management team responsible for the recently established ‘Mattioli Woods Trainee Consultant Academy’. Outside of work, Amit is outnumbered at home with being a father to two awesome daughters, an avid runner and lover of football, cricket and golf!

    Amit Joshi - Mattioli Advisor
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