Amit Mittal

Hello! I’m Amit Mittal, Principal Financial Planner at Expert Independent Financial Planning Limited. I am here to help you identify ‘how much is enough to live your Desired Lifestyle’ now and well into the future through proper Lifestyle Financial Planning. The road to your goals may seem long and distant but I take the time to understand what stage of life you are in, where you’d like to be in the future and use my experience, knowledge and skills, to help you scope out the journey in between to enable you live the life you want. I’ve been practising financial planning for over a decade through household names like Santander, Nationwide Building Society more recently, I worked with an IFA firm, One Financial Solutions. I founded Expert Independent Financial Planning Limited with the view to provide an Honest, Independent and Impartial advice to each one of my clients. My Values I believe that your wealth has a purpose to serve you and the lifestyle you have chosen to live, which is why I am here to provide you with the solutions to reach those goals. Honesty I pride myself on being a clear and timely communicator, therefore all communications received from me and my team will include all the information you need and will arrive just when you expect it to. Impartiality All financial advice will be bespoke and tailored to you and your financial circumstances. No two people are ever same, so why should your financial plans be the same. Empathy Today's financial world is complex so in order to set out recommendations, I focus on getting to know your current lifestyle and financial health through a series of in-depth discussions to ensure the recommendations are suited to you and your lifestyle. How I will help you You may be planning to retire early, interested in passing your wealth to your loved ones with minimum or potentially no inheritance tax or searching for the best-suited mortgage product to buy your dream home. Discussing these with an experienced and industry recognised financial planner like myself will provide you with the clarity and reassurance that we will help you reach where you want to be. I’m here to provide you with a peace of mind, clear understanding, insight into how I can assist you as a Lifestyle Financial Planner and ultimately help you live and maintain your ‘Desired Lifestyle’.