About Me

With extensive experience in the banking and finance industry, Amruta Shah has dedicated her career to helping clients achieve financial security and a better lifestyle. Amruta is a Certified Financial Planner, CFP®, she has met extensive training and experience requirements and committed to the highest ethical standards that requires her to put her clients’ interests first. Known for her empathetic approach, keen attention to detail, and strong listening skills, Amruta excels at creating holistic, tailored financial plans that involve the entire family. Her commitment to getting clients financially organised has allowed hundreds to retire confidently, knowing their financial affairs are in expert hands.