0208 166 8476
Based in Knightsbridge
View locationChecks carried out by VouchedFor
FCA Regulated
Amer and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Amer and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Amer has not received any client reviews in the past 12 months
Amer has not received any reviews in the last 12 months
Amer has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
10
Qualifications Uploaded
Amer has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Amer has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Amer has not yet added their fees to their profile
Fees not yet added
Amer has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Amer and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Amer and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Amer has not received any client reviews in the past 12 months
Amer has not received any reviews in the last 12 months
Amer has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
10
Qualifications Uploaded
Amer has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Amer has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Amer has not yet added their fees to their profile
Fees not yet added
Amer has not yet added their fees to their profile
I look after a wide variety of private clients, ranging from young families to high-net-worth professionals, business owners and charities. I take pride in being personal, attentive and feel it is vital establishing meaningful relationships with clients and their families. I am an advocate of bringing clarity to what often can be complex financial planning, without the use of jargons. I have many years of experience creating strategies for clients, helping them align their finances to their goals and ambitions. I particularly, specialise in retirement planning through reviewing existing pension provision ensuring they remain suitable for the longer term. Retirement desires and individual circumstances are ever evolving, therefore the close relationship with clients allows me to develop strategies and plans that remain relevant and flexible. I strive to continue my professional development and am currently working towards my Chartered adviser status. Outside of the working world, I am an avid cricketer having played county cricket through the grass root levels and now captain the 1XI at my local club in the Surrey League on a Saturday. I also take keen interest in food and travelling, when I can find the time. For more information about Fortis Private Wealth Ltd, please visit our website; https://fortispw.co.uk/ The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 20/11/2024
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Amer's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
The value of your investment can go down as well as up. You could get back less than you invested. Fortis Private Wealth Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.