Shah Abbasi

Shah Abbasi

Octopus Money

Unavailable for contact through VouchedFor

Based in Teddington
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Verified since: May, 2024
Financial Coach

A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.

4.7 out of 5

139 reviews

Checks carried out by VouchedFor

  • Not Regulated by the FCA

    Last checked: N/A

    Shah does not perform an FCA-regulated role, and Shah is not accredited or monitored by an FCA-authorised firm

  • Recent Client Reviews

    Shah has not received any reviews in the last 12 months

    Shah has not received any client reviews in the past 12 months

  • Financial Coach

    A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.

    Last checked: 29 September 2019

    A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.

  • Qualifications Uploaded

    Qualifications not yet added

    Shah has not yet added their qualifications to their profile

  • Transparent Fees

    Shah has provided information on their typical fees

    Shah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • Accredited / Trained by

    Information not yet provided

  • 119

    Positive First Impressions

    95% of users who are not yet clients had a positive first experience with Shah

    95% of VouchedFor users have had a positive (4 or 5 star) first experience with Shah (based on 119 first impressions)

Checks carried out by VouchedFor

  • Not Regulated by the FCA

    Last checked: N/A

    Shah does not perform an FCA-regulated role, and Shah is not accredited or monitored by an FCA-authorised firm

  • Recent Client Reviews

    Shah has not received any reviews in the last 12 months

    Shah has not received any client reviews in the past 12 months

  • Financial Coach

    A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.

    Last checked: 29 September 2019

    A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.

  • Qualifications Uploaded

    Qualifications not yet added

    Shah has not yet added their qualifications to their profile

  • Transparent Fees

    Shah has provided information on their typical fees

    Shah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • Accredited / Trained by

    Information not yet provided

  • 119

    Positive First Impressions

    95% of users who are not yet clients had a positive first experience with Shah

    95% of VouchedFor users have had a positive (4 or 5 star) first experience with Shah (based on 119 first impressions)

As a Financial Coach my job is to understand your big financial goals and put a financial plan in place to show how you can achieve them. Once you have a plan, I’ll help you take all the necessary actions to ensure you have the brightest possible financial future. Some areas I often help my clients with include: * Saving to buy a house and arranging the best available mortgage. * Planning for their children’s future and saving enough to make sure they will be secure over the long term. * Building the right investment portfolio to grow their wealth for the medium to long term. * Ensuring they are on track to retire comfortably. At Octopus MoneyCoach, we work a bit differently to most Financial Advisers, in a way that keeps our service accessible and affordable to everybody. We work primarily by phone and email, and make use of technology and external specialists (at no cost to you!), allowing us to charge less than a Financial Adviser typically would. Although I am not yet fully qualified as a Financial Adviser, Octopus MoneyCoach is authorised and regulated to provide financial advice by the FCA. This means that I have all the resources required to make sorting your finances quick and easy and you have all the guarantees that come with getting advice from a regulated adviser. After we have spoken, if I believe that our service is not suitable for your needs or you would benefit from speaking to a specialist adviser, I will help you find the right alternative even if that means referring you to another financial advice firm.

About Shah's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

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