
Amer Nazir
Myself and fellow director, Dharmist Bathia, established Fortis Private Wealth with the objective of simplifying the complex world... | London, England, United Kingdom
*50 free lookup(s) per month.
No credit card required.
Amer Nazir’s Emails an****@ju****.co
Amer Nazir’s Phone Numbers No phone number available.
Social Media
Amer Nazir’s Location London, England, United Kingdom
Amer Nazir’s Expertise Myself and fellow director, Dharmist Bathia, established Fortis Private Wealth with the objective of simplifying the complex world of finance while delivering exceptional client service and outcomes. I look after a wide variety of private clients, ranging from young families to high-net-worth professionals, business owners and charities. I take pride in being personal, attentive and feel it is vital establishing meaningful relationships with clients and their families. I am an advocate of bringing clarity to what often can be complex financial planning, without the use of jargon. I have many years of experience creating strategies for clients, helping them align their finances to their goals and ambitions. I particularly, specialise in retirement planning through reviewing existing pension provision ensuring they remain suitable for the longer term. Retirement desires and individual circumstances are ever evolving, therefore the close relationship with clients allows me to develop strategies and plans that remain relevant and flexible. We work collaboratively to understand your relationship with money, providing peace of mind about your financial future through receiving advice of the highest quality. You may be seeking reassurance over yours and your family's future, understanding the complexities of pension planning, and making use of your savings and investments. Common issues we advise clients on are: -Retirement planning (Can I afford to retire?) -Understanding pensions -Passing wealth on to their family -Life cover -Investing for the long term -Inheritance Tax Planning Having worked with many professionals and business owners with a wide range of requirements. We are confident that we can work together to provide the financial future you desire. M: 07530944633 E: [email protected] W: www.fortispw.co.uk A: 116 Brompton Road, London, SW3 1JJ The value of an investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Fortis Private Wealth Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 23/10/2023
Amer Nazir’s Current Industry Fortis Private Wealth
Amer
Nazir’s Prior Industry
Colts Cricket
|
Deutsche Bank
|
Raymond James
|
Henry Spain Investment Services Market Harborough And Oakham
|
Just Us Financial Solutions
|
Fortis Private Wealth
Not the Amer Nazir you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience

Fortis Private Wealth
Director and Wealth Management Consultant
Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Just Us Financial Solutions
Financial Adviser
Wed Apr 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Henry Spain Investment Services Market Harborough And Oakham
Wealth Manager
Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Raymond James
Wealth Manager
Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Raymond James
Wealth Planning Assistant
Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Henry Spain Investment Services Market Harborough And Oakham
Wealth Planning Assistant
Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Deutsche Bank
Work Experience
Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Colts Cricket
Brand Image Designer and Sales Consultant
Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)