Chartered financial planner, Amit Mehta, has rejoined Nightingales Wealth Management as a joint director.
Mehta, who rejoined Nightingales on August 1, had previously worked at the adviser firm between 2015 and 2019, starting off as a mortgage administrator, before working his way up to become a high-net-worth protection and mortgage adviser.
He started advising clients in 2016, the same year he received his Level 4 diploma in financial planning.
In 2019, Mehta joined Addidi Wealth, a firm that specialised in advising women.
Shortly afterwards, Addidi merged with Progeny, where Mehta worked as a financial planner for high-net-worth individuals until 2023.
After leaving Nightingales, Mehta stayed in touch with founder, Sam Farmer, and, when the directorship position was made available, Farmer saw him as the “perfect fit” for the firm’s wealth management arm.
Nightingales stated that, with the appointment of their new director, it plans to continue its growth as an "inclusive and socially responsible business", providing holistic financial advice to families in the Thames Valley area and London.
Over the next few years, Nightingales also hopes to build on its existing relationships with local introducers, working with established solicitors and accountants to provide their clients with tax-efficient investment and planning advice.
Additionally, the adviser firm has also stated it is currently working towards becoming a B Corp-certified business.
Mehta commented: “Our aim is to build and implement a robust financial plan for our clients from the outset, empowering them to achieve their lifetime objectives.
“We will be there for them every step of the way as their trusted adviser, reviewing their financial plan annually to ensure they’re on the right track.”
Nightingales specialises in implementing a family investment company structure, enabling their clients to grow their wealth, while continuing to draw income in a tax-efficient manner.
It can also be a tool for both succession planning and reducing inheritance tax liability, the firm additionally said.
tom.dunstan@ft.com
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