Asad Sheikh

I’m a London‑based Investment Manager, providing a bespoke discretionary investment management service and constructing portfolios tailored to clients’ needs, including ESG, ethical or faith‑based requirements. With a financial planning background, I also help ensure investments are structured tax‑efficiently, for example across ISAs, Pensions, Bonds & Trusts.

I work primarily with individuals, families and business owners looking to invest surplus cash, plan for retirement, or undertake estate and inheritance tax (IHT) planning as part of a wider wealth strategy. I am a Chartered member (APFS) of the Chartered Insurance Institute and a Chartered member (MCSI) of the Chartered Institute for Securities and Investment.