“I’m passionate about helping families achieve financial security and long term goals.”
- Locations
- London, City
- Phone number
- +44 (0)203 201 3223
Shaz advises private clients across a wide range of financial planning areas, such as tax-efficient investment, pensions and retirement planning, investment planning, inheritance tax planning, trusts and offshore investment.
Shaz has over 20 years of experience in the financial services industry and takes great pride in helping clients meet, and exceed, their expectations and enjoys working with clients over many years, then continuing to build on those relationships with the next generation.
She is passionate about providing financial education and has advised large corporate clients on their Pension Schemes and wider employer benefits.