Idris Shaffiq Cfptm

Certified & Chartered Financial Planner @atomos wealth

Slough, GB
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Mar 2023 — Present

Certified & Chartered Financial Planner @atomos wealth

View department →

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

2014 — 2017

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…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Idris Shaffiq Cfptm — Certified & Chartered Financial Planner at atomos wealth in Slough, GB | Unifers