Career Profile
London born Asif began his journey in financial services in 2009, following a career in advertising sales. After qualifying as an adviser, Asif ran his own business for 4 years before joining the largest independent financial planning firm in York, where he stayed for 9 years.
Asif continued his studies, achieving the coveted chartered status in 2016, and becoming fellow of the PFS (Personal Finance Society) the following year. Fellowship is the highest level of qualification within our industry.
Not one to sit still, Asif then studied to achieve the Resolution specialist accreditation in Financial Planning in Divorce, which is held by a very small number of financial planners in the UK.
Asif has been involved with the CII (Chartered Insurance Institute) in York since 2010 in various capacities, including being President for 2 years and Vice President (currently).
Key Services
As a chartered fellow, Asif’s main areas of advice are retirement planning, pension planning, investments and estate planning. He also specialises in advising clients, solicitors and barristers on pensions and other assets in divorce cases.
“I believe that listening to my clients is the most important thing I can do, discussing their objectives at length to find the most suitable solutions for the future”
Asif gains most of his new clients through referrals from existing clients and professional connections, which is testament to the benefit of building long term relationships (with clients and professionals).
Dad of two Asif is based in York, so the majority of his clients are based in and around the city. He also travels to other areas of the country to visit clients, including the North East, North West and London.
Qualifications
Resolution Accreditation in Financial Planning in Divorce (2023)
Financial Services Products & Solutions (LP2 – 2017)
Pension Planning (AF3 – 2016)
Pension Update (R08 – 2016)
Financial Planning Process (AF5 – 2015)
Investment Planning (AF4 – 2015)
Personal Tax & Trust Planning (AF1 – 2015)
Equity Release (ER1 – 2013)
Long Term Care Insurance (CF8 – 2012)
Financial Planning Practice (R06 – 2012)
Pensions & Retirement Planning (R04 – 2011)
Personal Taxation (R03 – 2011)
Investment Principles & Risk (R02 – 2011)
Financial Services, Regulation & Ethics (R01 – 2011)
