Mitesh Gosarani
Financial Planner
Mitesh is an independent financial adviser who believes great financial planning begins with understanding what truly matters to you. He helps clients bring clarity and structure to their finances so they can make confident decisions today and build a secure future.
A Chartered Certified Accountant with over a decade in the finance industry, Mitesh combines strong technical expertise with clear, practical guidance. He specialises in tax‑efficient wealth management, retirement planning, and estate strategy, drawing on his accounting background to simplify complex rules and turn them into actionable plans.
Before moving into wealth management, he spent several years in accountancy practice, advising individuals and business owners on financial strategy and tax. Clients value his calm, analytical approach and his ability to translate detail into meaningful, goal‑focused planning.
Mitesh believes great financial planning starts with understanding what truly matters to each client, bringing clarity and structure to help them make confident decisions.
At home...
Outside of work, Mitesh is an avid traveller, having explored more than 45 countries. He believes that experiencing different cultures gives him perspective and reminds him why financial freedom matters: it’s not just about money, but the life it allows you to live.