Amit Taneja Cert
Wealth Management Consultant @Mattioli Woods
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WORK HISTORY
Wealth Management Consultant @Mattioli Woods
EDUCATION
University of Derby
Master of Business Administration - MBA, Business Administration and Management, General
Chartered Insurance Institute
Diploma in Regulated Financial Planning
The Chartered Institute for Securities & Investment (The CISI)
Investment operations Certificate, Investments and Securities
ABOUT AMIT TANEJA CERT
Experienced Wealth Management Consultant and Financial Adviser with over 25 years in financial services, specialising in wealth management, pension planning, and client relationship leadership. Proven track record of driving business growth, delivering tailored investment solutions, and ensuring regulatory compliance. Skilled in managing high-net-worth portfolios, digital transformation, and team leadership. MBA-qualified with advanced CII certifications, committed to continuous learning and client-centric service excellence.
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