Avi Shah

Avi ShahFINANCIAL ADVISER

AVI SHAH
Contact Details
Licensed, Registered or regulated in
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. 

How can we help you?

If you would like to speak to one of our advisers, please get in touch today.

WHAT AVI’S CLIENTS SAY

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