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. The road to your goals may seem long and distant but we understand the stage of your life you are in, where you’d like to be in the future and use our experience, knowledge and skills, to help you scope out the journey in between to help you live the life you want.
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.
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 Expert Independent Financial Planning on the FCA Register by clicking here.
Over the last decade, we’ve been providing peace of mind and a sense of direction to all our clients who come from diverse backgrounds with varying concerns. Our ‘Independent’ status allows us to use a whole range of financial products and services that are currently available on the marketplace to meet you where you are and help you achieve your number.
We pride ourselves on forging long-term trusted relationships where you receive 100% of our attention, which is why many of our clients travel from beyond our local area (Harrow, Pinner, Eastcote, Watford, Stanmore, Greenford and Ealing) to experience life-changing lifestyle financial planning. A number of our clients have reported to us that they use this travel time to reflect on our meeting and assess what they really want to achieve in life.
Our strong principles form the foundation of our firm and are built on Honesty, Impartiality and Empathy. Following these principles, we provide you with financial independence and security through our expert financial planning advice. We’ll never steer you to any product that would benefit us more than you and we are always thinking of your interests above all
Our clients stand firmly at the heart of our business and we pride ourselves on the valuable relationships we have established over the last decade by providing a friendly yet professional service. We understand that your wealth has a purpose to serve you and the lifestyle you have chosen to live, which is why we are here to provide you with the solutions to reach those goals.
Today’s financial world is complex so before we set out recommendations, we focus on getting to know your current lifestyle and financial health through a series of in-depth discussions using lifestyle questionnaires. Once completed and one step closer your goals, we’ll create your bespoke financial plan suited to your aspirations and regularly check-in to ensure your plan is working for you in the way that you want it to, for both today and tomorrow
Amit Mittal 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.
On a professional note…
Amit believes money has a purpose in life whether it’s to maintain your lifestyle in retirement, helping you buy your dream home, watching your children receive the best education or simply passing your wealth efficiently to the people who matter the most in your life.
On a personal note...
Married and blessed with 2 beautiful yet highly charged children, when Amit is not working hard to ensure your financial future is meticulously planned, Amit loves spending time with his family, whether it be a picnic in a local park, watching a movie at the cinema or simply playing cricket with his son.
Promoting financial wellbeing alongside mental and physical wellbeing is important to Amit and he is a firm believer of practising what he preaches, which is why you’ll find him playing an array of sports. With a particular love for Badminton, Cricket you’ll regularly find Amit playing at his local club, so don’t hesitate to ask, if you fancy having a game on the court.
Shweta has been instrumental in establishing Expert Independent Financial Planning Limited from the very beginning. After starting her career over a decade ago working with children in a local school, Shweta then moved into a school office administration role. She has completed her Will writing qualification from the Society of Will Writers to become an expert Estate Planner.
Her role as an Administrator ensures that the day to day running of the business, managing our internal systems, processes and client communication are all running seamlessly. One of her main tasks is keeping Amit working hard, which she has had plenty of practice doing, after being married to him for over 13 years.
When Shweta isn’t ensuring that you receive the best possible client experience, she is a mother and a wife. Her favourite past time is spending quality time with her family & friends, reading books and listening to music.
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.