As Lifestyle Financial Planners, listening and understanding your concerns and dearest aspirations is the key to us in formulating your financial plan. We have extensive experience to help you achieve your financial goals. When most people come to us, they are looking for a long-term trusted relationship, where they can rely on our expertise and experience to help them achieve their goals and build a relationship they hope will span from generation to generation.
Amit Mittal, our Principal Financial Planner has been practising financial planning for over a decade through household names like Santander, Nationwide Building Society and most recently with an IFA firm One Financial Solutions. Based in Harrow, Amit founded Expert Independent Financial Planning Limited with the view to provide honest, independent and impartial advice to each and every one of his clients.
We are not your traditional financial advisors, we are lifestyle financial planners. We are here to educate you on ‘how much is enough to live your desired lifestyle’ now and well into the future through proper financial planning.
It is our duty to provide our clients, who come from diverse backgrounds with varying concerns, with peace of mind and a sense of direction when it comes to their financial objectives.
All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where we know it’s important to start building trust as soon as possible, you can find Amit on the FCA Register by clicking here.
We are here for you, whenever you need us.
Alongside Amit, he has a dedicated and hardworking support system in Shweta, our Estate Planner and Administrator. Through their expertise and outstanding levels of customer care, both are committed to providing you with only the best client experience.
No one can demonstrate our successes more than our clients. Working with a wide variety of clients, here are some of the families and people we have helped get closer to their ‘desired lifestyle’.
To start your journey with Expert IFP, all you need to do is reach out to us and we will assess how we may be able to help. We ask that you complete the simple form below noting what specifically you are looking for help/guidance on and what your main objectives are. We’ll take it from there.