Waseem Afsar
BA (Hons), DipPFS
As an established industry professional, I have been providing bespoke and tailored financial solutions for my clients for over a decade and a half, since beginning my career in 2009. Throughout this time, I have refined my skills, knowledge and expertise by working across various private sectors, including Asset Finance, Commercial Funding, Financial Planning and Regulated Advice.
My passion for delivering an exceptional service, along with my consultative approach, has been pivotal in building quality and trusting relationships with my clients and helping them achieve their financial objectives.
About
As Principal of WA Wealth Management, my primary focus is on assisting clients with their financial planning needs, an area that can often seem complicated and daunting for many.
Simplifying Financial Planning is at the heart of our mission. Our aim for all clients is to help them navigate this space by providing clarity and identifying their financial goals. We then help accomplish these goals by delivering clear guidance through our advisory expertise and commitment to the highest level of ongoing service.
We specialise in personalised, face-to-face advice for a wide array of private individuals, including business owners, young professionals, established career and family builders, all the way through to seasoned campaigners who are looking to wind down and enjoy their retirement.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 30/10/2023
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.
