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 Carl regain financial confidence.Read more
"I have found my adviser warm, approachable, knowledgeable and accommodating. I know that I can contact her with any enquiries and they will be dealt with promptly and efficiently. "
"If you want to feel totally confident and secure in the knowledge that your personal finances are in expert hands, look no further. We know from our own experiences over 35 years that PenLife are outstanding in all respects."
"Thank you for all the advice you gave me. It came just at the right time. Everything is in place and the whole family is financially sound and settled. This couldn't have happened without your very well-timed intervention. I can't thank you enough."
"Very happy with the service I have received. I have already recommended PenLife to friends and family."
"Everyone I have dealt with has always been really helpful and answered any questions I have had in a timely manner. I have already recommended you to friends and colleagues, so hopefully they will be in touch. Many thanks for all your help."
"Everyone has been so friendly. Thank you."
"I've already recommend PenLife to a friend."
"I have been extremely impressed with how PenLife have been so easy to deal with. They have explained everything in a very uncomplicated way so that I can maximise my investments for the future."
"PenLife have a friendly, professional approach with no jargon. Everything is explained in plain English!"
"Everyone was so pleasant and friendly when you entered the office reception. We felt we were real people and not just numbers. Thank you to all."
"Ricardo was extremely helpful. He really understood our needs and had excellent suggestions and information. He has made us feel more confident and knowledgeable."