Shabeer Ahmed
DipPFS, CeMAP
I provide expert, holistic financial advice to help you navigate every stage of your financial journey. My specialisms include investment planning, retirement planning (including advice on taking benefits) and inheritance tax planning.
With extensive experience as a banker in both the UK and abroad, I bring a strong track record of delivering tailored financial solutions. My aim is to build lasting, meaningful relationships with individuals, families, and business owners, guiding them to achieve their financial goals with clarity and confidence.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
