Avi ShahFINANCIAL ADVISER
Licensed, Registered or regulated in
- the UK by the Financial Conduct Authority
- the USA by the Securities and Exchange Commission
Areas of Expertise
- Retirement Planning
- Investments
- Financial Risk
- Financial Planning
- Retirement
- Planning
- Asset Management
- Financial Advice
Qualifications
- BA Economics
- CISI Level 4 International Certificate in Wealth Management
- North American Securities Administrators Association Series 65 Uniform Investment Adviser Law (USA)
- CISI Level 6 – Pension Transfer & Pension Analysis
Avi has been in the finance industry for over 12 years. He started in the Forex sector, working his way up through business development and advisory roles internationally. He has had extensive experience in start-up companies over the years and is a qualified UK financial advisor specialising in pension transfers and UK-based Investment products.
Having spent a significant portion of his life overseas, Avi has a good understanding of the issues facing professionals domestically and abroad when it comes to their finances.
WHAT AVI’S CLIENTS SAY