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.
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.
Rabeya Islam
York House, 23 Kingsway, London, WC2B 6UJ
Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm
Advice & Services
We'll help you find the right investments so you can achieve your financial goals
Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
News & Insights
Visit Insights to read articles and news to help you make informed decisions about your wealth
We have received financial advice from Rabeya for well over a decade, from when we started planning ahead for old age. We have consistently received excellent, reliable and sensitive advice from Rabeya, who always remembers all our details. She has done very well for us over these difficult years. She is expert, delightful and tailors her advice to our needs, clearly explaining everything and acting promptly and efficiently on what we decide
Dr Lucy Gaster and Dr Nicholas Deakin
Rabeya has always put my interests first by giving sound and trustworthy advice. She quickly after a short discussion was able to identify my initial financial shortfalls. Rabeya understood my concerns about taxation, particularly being a medical professional. Everything we discussed was relevant and to the point. She made the meeting very relaxed and gave a clear concise explanation of concepts. I would not hesitate to recommend her to anyone.
Ophthalmic Surgeon/Medical Doctor
Rabeya has been providing me with financial advice for nearly 10 years. I took early retirement/voluntary redundancy and needed advice on how to enhance my income whilst maintaining the value of my capital. I still have most of those investments in place and the income to date plus the current capital value far exceeds my original investments. We meet at least once a year to tweak my investments as necessary. Rabeya has always advised that I have a good mix of investments so that if there are problems with one type I should be ok with the others. She is very easy to talk to and explains things in a simple way and takes an interest in my family.
Brian Newmarch
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Rabeya Islam has been our financial adviser for several years. Her efficiency, knowledge and professional approach have been matched only by her warm, pleasant manner. She combines a sound knowledge of the markets, taxation and related matters with a good understanding of her clients' requirements and objectives: an efficient and excellent service.
Garth Hudson - retired Chemical Engineer
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.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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.
Rabeya Islam
Rabeya Islam