Shoaib Ahmed

Paraplanner

Qualification:

Shoaib joined the team in 2019 and is responsible for formulating and implementing the personal finance recommendations for our clients. Other key areas include estate planning working with clients to mitigate any potential inheritance tax liability that they may face in the future and identifying suitable protection, whether that’s protection relating to an individual, or a business, in terms of key individuals.

Shoaib Ahmed

Paraplanner

Qualification:

Shoaib joined the team in 2019 and is responsible for formulating and implementing the personal finance recommendations for our clients. Other key areas include estate planning working with clients to mitigate any potential inheritance tax liability that they may face in the future and identifying suitable protection, whether that’s protection relating to an individual, or a business, in terms of key individuals.