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Amit Mehta

Associate Planner

Amit works as part of the planning team by helping advisers to implement effective strategies for clients. He is usually found talking to providers and working on annual reviews to make sure all the latest information is ready to report back.

He has obtained his CII Level 4 Diploma, as well as CEMAP Levels 1, 2 and 3. Amit is currently working towards Chartered Level 6 qualification. In his spare time, he runs a grass roots football club who are part of an FA league.