“I seek to understand and help my clients to define their dreams, responsibilities and worries and then use the financial tools to help them achieve and alleviate these respectively.”
- Locations
- London, St. James’s
Furqan is a wealth director based in London. Here he helps ultra-high-net-worth individuals and their families with strategic financial planning, business coaching and corporate exits. He specialises in entrepreneurs and clients who have public lifestyles, short career spans and more sporadic earnings, often from several sources.
Having started his career in 2002, Furqan has gained experience helping clients from a range of backgrounds and industries to reach financial independence, resulting in him having a deep understanding of a variety of needs and excellent listening skills.
Prior to joining RBC Brewin Dolphin in 2018, Furqan worked at Canaccord Genuity Wealth Management, holding roles such as wealth planning director and senior wealth adviser. He is a chartered member of the Chartered Institute for Securities and Investment and a member of the Personal Finance Society, having gained his Financial Planning Diploma through them.