Amit Joshi

Team Director
About Amit

Amit joined Mattioli Woods with an honours degree in Accounting and Finance from Nottingham Trent University after working as a trainee auditor in New York City.
After starting as an account manager, Amit spent time with the Investment Broking division assisting with in-house economic research and providing data analysis support to consultants. Amit was also a member of the compliance team, ensuring that consultants’ advice and self- administered schemes were carried out in line with FSA guidelines.

Amit has a strong network of professional contacts across the country leading to introductions to a number of clients within a number of different industries and professions. The main areas of planning Amit assists his clients with are investment planning and how self-administered schemes can interact with businesses.
Amit has held the Diploma in Financial Planning since 2009.

 

Our Team Directors are all qualified and certified to give financial advice.

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