Idris Shaffiq Cfptm
Certified & Chartered Financial Planner @atomos wealth
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WORK HISTORY
Certified & Chartered Financial Planner @atomos wealth
Marlow, GB
As a Financial Planner, I enable people to create a deeper understanding of their life plans and goals, while equipping them with the tools to have a successful financial plan. • Specialise in Retirement, Investment, Tax & Estate Planning. • Goal based Financial Planning backed by visual cashflow forecasting to bring your plan to life. • Help both early career professionals realise their ambitions and succeed in building wealth and those who are already on their wealth building journey ensure they remain on the right path.• Provide guidance and support to Medical Professionals with the NHS Pension Scheme.
EDUCATION
University of Essex
Bachelor of Science - BSc, Accounting and Finance
ABOUT IDRIS SHAFFIQ CFPTM
I work with families who want to identify, achieve and maintain their lifestyle, without…
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