Sajjad Hussain
BSc Hons, MBA, Adv DipFA, PETR, PCIAM, CeMAP, CeRER, CertLTCP, Chartered ALFBF, Chartered FCSI
I am a Dual Chartered Financial Adviser, driven to deliver the best financial planning service to all of my clients in the UK. To achieve this personal objective, I have acquired experience in two different continents over the last 12 years and have achieved the highest industry qualifications available to Financial Advisers in the UK.
Whilst I am proud of many milestones in my career, one of the biggest achievements in my life was to be appointed a Senior Examiner for Advanced Financial Advice in 2021 at one the most prestigious finance institutes of the world; the London Institute of Banking and Finance (LIBF). I am also very privileged to hold a Chartered Associateship at the LIBF, and a Chartered Fellowship at the Chartered Institute of Securities and Investment. (CISI)
I am also a mentor for CISI and have been recognised as a Subject Matter Expert; positively impacting the performance and career development of new entrants to the financial services industry.
About
Many of my clients are professionals and directors of growing businesses, for whom I provide comprehensive support in respect of the overlapping needs of the individual, family and business, which change markedly from start-up to exit, succession or retirement. Where appropriate, I consult with other specialists and work with clients’ other professional advisers, such as solicitors and accountants, in order to provide an integrated approach to advice on long-term objectives such as building & preserving wealth and retirement & exit planning*, whilst continually reviewing the generation of income and capital growth in a tax efficient and flexible manner.
*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
