Wasim Zaman

Wasim is a Chartered Financial Planning Associate and a Fellow of the Personal Finance Society. With a first-class degree in Economics and Finance bringing a strong academic background to his role. Since entering the industry in 2021, Wasim has been dedicated in assisting with the fostering of relationships and providing a top-level financial planning service to clients.

Working alongside Sean Walsh, the Head of the London & Thames Valley office and a Senior Chartered Financial Planner, Wasim assists in helping clients on their financial planning journey. As the first point of contact for any general or technical queries he supports Sean in ensuring clients receive personalised and effective advice. With a commitment to continuous growth and development, Wasim aspires to become a Financial Planner in the near future.