Amit Joshi
Consultant
After graduating with a degree in Accounting & Finance in 2004 and gaining some invaluable experience in a technical role with a national firm of financial advisers, Amit spent a year working as an auditor in New York.
Upon joining the graduate training scheme, Amit was able to gain considerable knowledge of self-administered schemes from an account management position. This led to a role within the broking team and providing support to senior consultants on investment and technical planning for SIPP and SSAS clients.
Amit joined the consultancy team in 2007 where he supported the senior consultants with technical planning and investment advice. He has now built up his own portfolio of clients throughout the UK where he specialises in advising on self-administered schemes.