0330 038 8941
Based in Woking
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Shah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Shah's status
Last checked: 28 March 2025
Shah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Shah's status
30
Recent Client Reviews
Shah has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Shah has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 25 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Shah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Shah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Shah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
33
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shah (based on 33 first impressions)
100% of users who are not yet clients had a positive first experience with Shah
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shah (based on 33 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Shah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Shah's status
Last checked: 28 March 2025
Shah is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Shah's status
30
Recent Client Reviews
Shah has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Shah has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 25 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Shah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Shah has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Shah has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
33
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shah (based on 33 first impressions)
100% of users who are not yet clients had a positive first experience with Shah
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shah (based on 33 first impressions)
I am a qualified Chartered Financial Adviser with experience in working with individuals, IT Consultants, Contractors, Business owners, Teachers, and families. I use state of the art technology to visualise and quantify my client’s and their family’s future as my client’s needs are complex. I work with professional solicitors, specialist tax advisers, accountants, and investment managers. This way we can look after client’s business and personal needs. My clients have always appreciated a one stop shop approach. Business Owners / Contractors: - Understanding their Business short and long-term objectives. - Assessing protection needs like relevant life, share holder protection etc. - Looking at pensions SIPP and SASS and taking advantage of pension contributions. - Reviewing existing cash and investments outside the business. - Working on an investment strategy for the business cash. - Estate planning and Trust planning. - Bringing in Accountants and Tax advisers where appropriate. Corporate Professionals: - Reviewing and understanding individual and their family’s aims and objectives. - Understanding short and long-term goals. - Use cashflow modelling to create a financial plan taking into consideration their current and future tax bracket. - Establishing an investment strategy based on their stage in life accumulation of wealth or preservation or a combination of both. - Looking at tax led investments like EIS,VCT and SEIS where appropriate to address the capital gains and income tax - Managing investment risk. - Bringing in specialist tax advisers and accountants and solicitors where appropriate. ‘All posts are in a personal capacity’ Email: shah.mir@argentiswm.co.uk Mobile: 07960053618
Offers available through VouchedFor
Contact Shah through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Shah's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.