WHO WE WORK WITH

Wealth Protection  |  Wealth Creation  |  Wealth Management

Individuals and Families

We work with individuals and families to help them achieve both their medium and long-term financial goals.

Whether you are looking to set up protection for your loved ones or are keen to grow your wealth to realise your personal ambitions, we can tailor a strategic financial plan to help you achieve your objectives.

Find out more about how we can help with saving and growing your wealth, planning for your retirement and family and lifestyle protection.

Medical Professionals

Whether you are a doctor, nurse or physiotherapist, we help medical professionals meet their financial objectives.

Whether you need clarity or help in understanding your NHS pension, or are simply looking to make the right investments to make the absolute most out of your retirement or goals. Whatever your objective, we’ll put together a strategic plan tailored to your profession to help you achieve your ideal lifestyle.

Find out more about how we can help with saving and growing your wealth, planning for your retirement and family and lifestyle protection.

Corporate Clients

We help business owners, entrepreneurs and the self-employed with what can be complex financial needs.

Our corporate clients often struggle to have the time to manage their finances and are looking for help with everything from employee benefits and tax to business succession. With our specialist advice, you can ensure your company is operating and will continue to operate successfully and profitably, all while securing your own future and growing your own wealth.

Find out more about how we can help with business succession and continuity planning, company pensions and auto enrolment.

TESTIMONIALS

Amanda and Jackie

Waseem was very constructive in the advice he gave us before we made our bridging finance application. He also kept us informed with the progress up to and including receipt of funds.

Subsequently, he provided sound advice regarding income protection and life cover.

We will work with him again, should the opportunity arise.

Chris

I have no hesitation in referring divorce and home-buying clients to Waseem for advice on mortgages and pensions. He is very approachable and talks to them in plain English.

He has the highest professional standards and I feel it reflects well on my reputation when I introduce people to him.

Dr VK

Waseem is a great communicator and goes far beyond what is expected to help his clients. When there were multiple different companies for my payment protection, he went through it all and explained all the different options.

He spent time helping me find the plan that suited my work needs. He is very responsive to emails and always makes the effort to talk through all the documentation.

Sumeet

What I have enjoyed most about working with Waseem has been his patience and the feeling of not being pressured into any decisions.

Waseem takes the time to break down what he is advising and why he is advising it. He instills trust with his advice and I honestly feel like I am in safe hands.

Rita

I would highly recommend working with Waseem, my expectations were met to a high standard. He is honest, reliable and trustworthy, regularly kept in touch to inform me of how things were progressing and made everything so easy to understand.

Waseem is a knowledgeable and professional financial adviser, he saved my family home and made my mother's retirement happen. I cannot thank him enough and give him 10/10.