A Partner of St. James's Place Wealth Management

Rabeya Islam

Rabeya Islam

Bsc (Hons) ACCA APFS EFP LLAA
My clients include business owners, directors, senior management, legal professionals and City traders. All have individual and specific requirements and therefore the service I provide is bespoke to each client’s individual objectives and aspirations.

It is fundamental that I get to know my clients well - and they get to know me – so that we are able to work together and forge long-term relationships built on mutual trust and understanding.

About

Providing financial advice to clients is an area I feel passionate about, so much so that I gave up my profession as a certified accountant to be more focused and dedicated to the role. As such I have never looked back for the last 28 years as an adviser. My background is varied, being initially a tied adviser, moving on to work as a regional IFA for a leading bank, and then being given the exciting opportunity to be part of the launch and initial team of advisers at Saga financial planning (part of Saga Holidays).

My clients' often complex financial arrangements led to my last role as a private client consultant for a leading national IFA, and this has created a diversified mindset when engaging with clients. I pride myself on maintaining long term trusted relationships, creating a proactive service, with a no-nonsense honest approach, providing both private and business clients peace of mind.

Over the years I have developed my qualifications around the needs of my clients; as their age and wealth increase, the complexity of their financial arrangements expand, hence the need for specialist advice in areas such as tax-efficient investment planning, long term care planning, and trust* and estate planning.

An effective adviser is always there for their clients in both good and bad times; this often leads to referrals, and even appointment as the "family" adviser.

*Trusts are not regulated by the Financial Conduct Authority.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Testimonials

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Rabeya has been advising my wife and I for over 10 years. We have greatly valued her helpful, caring and straightforward approach. She has been meticulous in her attention to details, and we have been grateful for her understanding of our circumstances. She has become a trusted adviser and I would n...
John C. E. Lloyd |Retired Commander, Royal Navy, Northwood, Middlesex

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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 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.