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After completing her Masters in International Banking and Finance 2004, Amrit’s career started in 2005 as a Graduate Management Trainee. Amrit moved into Private Banking in 2008 becoming a Private Client Wealth Manager in the City.
Amrit’s understanding of the importance of financial planning, comes from her circa 9 years Wealth Management experience. Amrit client experience has been based in the UK, Middle East and the Caribbean, which has given her valuable international experience. Amrit’s client base has been varied ranging from advising ex-pats, providing financial advice to divorced women and includes looking after time poor professionals and business owners.
Amrit’s objective is to work with individuals and their family to secure their lifestyles and financially plan for their future. Every client has individual and different needs, Amrit looks at the bigger picture as well as their immediate needs. Amrit strongly believes that having personal contact with clients is key to the longevity of any relationship.
Amrit is a member of the Chartered Institute for Securities and Investments in the UK (MCSI).