Asad Sheikh

I provide bespoke investment management and financial planning advice to individuals, families, trusts, charities, and business owners. Advising on portfolio construction, risk management, retirement planning, estate planning, and tax-efficient structuring, I help clients make effective use of ISAs, pensions, trusts, and offshore bonds. I also work with clients to align their investments with personal preferences, including ESG, ethical, and faith-based considerations.

Working closely with financial advisers, trustees, accountants, and solicitors, I deliver integrated wealth management solutions tailored to each client's circumstances.

I am a Chartered member of both the Chartered Insurance Institute (APFS) and the Chartered Institute for Securities and Investment (MCSI).