0330 038 8938
Based in Rotherham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2024
5 out of 5
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FCA Regulated
Amit and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Amit and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Amit has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Amit has received 8 client reviews in the past 12 months; 100% of these have been verified
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: 18 February 2025
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.
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Amit has not yet added their qualifications to their profile
Transparent Fees
Amit has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Amit has provided information on their typical fees
Amit has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Amit and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Amit and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Amit has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Amit has received 8 client reviews in the past 12 months; 100% of these have been verified
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: 18 February 2025
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.
Qualifications Uploaded
Amit has not yet added their qualifications to their profile
Qualifications not yet added
Amit has not yet added their qualifications to their profile
Transparent Fees
Amit has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Amit has provided information on their typical fees
Amit has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have worked in financial services for over 15 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. As a Partner of St. James’s Place based in Rotherham, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. SJP Approved 20/02/2024
£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 Amit's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
The 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.