Shahid holds a level 4 diploma in regulated Financial Planning and a Certificate in Mortgage Practice CII Cert (MP) from Chartered Insurance Institute. He is a member of Professional Finance Society and Society of Mortgage Professionals at Chartered insurance Institute.
Shahid provides holistic financial advice and enjoys helping clients to build and preserve wealth through tax efficient investments, tax and retirement planning. Building up long lasting relationships with his clients is paramount to his work. Full list of services he provides is given below.
He enjoys workouts/weights and likes football, cricket and hockey.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. Buy to let mortgages are not regulated by the Financial Conduct Authority.
Holistic financial planning Establishing and reviewing Trusts Complete personal risk management planning Short and long-term savings and investments