Shahid Jamil

DipPFS, Cert CII (MP), MSc Financial Planning Consultant

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.

Shahid can be contacted on mobile: 07723388009 and email: Shahid.jamil@charlesderby.com

 

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

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:
First time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:
Fixed rate deals
Discounted
Variable and flexible
Capped and or collared

 

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