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Ameeta Panessar

Independent Financial Adviser

As a qualified Independent Financial Adviser, I am extremely passionate about helping individuals, families and business owners gain clarity over the future and, in turn, get a good night’s sleep.

I will work with my clients to understand exactly what their future goals are, and I will always take pride in helping formulate a plan to help them achieve these; whether this includes retirement planning, investment planning, inheritance tax planning – or ensuring that the right protections are in place.

With a passion for philanthropy and future impact, I am proud to sit on the Wealth Adviser Committee for Remember a Charity. I am also proud to have qualified as a Top Rated Adviser through VouchedFor for 2026, to be featured in the Times and the Telegraph.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Locations

Based in

London

Covers

City of London, Essex, Wiltshire

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