Bilall AhmadiFinancial Adviser
Areas of Expertise
- Investments, Financial Advice
- UK Pension transfers
- Portfolio and asset management
- UK Tax planning, Inheritance and legacy planning
- Lump-sum investing
- Retirement planning
- US Pension advice
- Generational Wealth
Qualifications
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North American Securities Administrators Association series 65 Uniform Investment adviser (USA)
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The Chartered Institute for Securities and Investment:
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Introduction to Securities and Investments
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International Certificate in Wealth & Investment Management
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Financial Rules and Regulations exam
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Bilall started his career in 2012 with Barclays in the UK, combined he has 10 years of experience in the financial services industry. Bilall specializes in providing wealth building and wealth preservation strategies to expats.
Bilall is a holistic financial advisor and has clients across multiple jurisdictions and advises a large client base across the United States, Europe, Australasia and the middle east.
In his spare time, Bilall enjoys spending time with his wife and son. Bilall is also a keen martial arts enthusiast and holds a black belt in Judo.