Meet Asif Sadullah
Asif is a Chartered Financial Planner and a Fellow of the Personal Finance Society; the highest professional qualifications that the financial planning profession has to offer.
He specialises in retirement planning, including pension, investment and tax planning advice. Asif is also qualified to advise clients on Defined Benefit pension transfers, which forms a large part of his retirement planning work.
Additionally, Asif works with both clients and lawyers on divorce cases, providing advice and reports on financial settlements, with a particular focus on pension sharing.
He is passionate about helping people to achieve what they want out of life through financial planning, and helping them to create and maintain that plan to support their aspirations.
Outside work, Asif’s life mainly revolves around his family (he is married, with two daughters), sport, music, some reading and, when there’s time, a bit of socialising with friends.
He is a keen Everton supporter and still manages to play a consistently low standard of football on a weekly basis. He also enjoys cricket and will watch his team, Pakistan, whenever he can, especially when they’re on tour in England.
Music is also a passion, and Asif is always adding new albums to what is already an unmanageable collection, as well as getting out to gigs whenever he can.
The important stuff
All regulated financial advisers firms must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find PenLife’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. If you wish to see any copies, you can request this over the phone or via email using the information on the Contact Us page.
Lost money saved immediately
Due to unforeseen circumstances, our client Mr Jones lost contact with us after an initial meeting. Unfortunately, when Mr Jones got back in touch, he had lost over £250,000 in the form of a large tax bill. We quickly identified other areas in which we could help Mr Jones regain financial confidence.Read more
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