Amit has been a paraplanner for the past four years and with Evolution FS Ltd since early 2014. He works with our financial advisers and planners on a lot of the non-client facing activities, but might be responsible for your financial report.
Amit has had various roles in the financial services, beginning his career as an administrator in 1998. Progressing to a mortgage adviser and an independent financial adviser, he has experience of working across large and small companies.
During this time, Amit obtained his Certificate in Paraplanning from the Chartered Institute of Insurance. He’s committed to providing an excellent level of service, and prides himself on his acute attention to detail – essential when preparing your financial report.