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Asad is a Senior Paraplanner at D’arblay Wealth. He holds the title of Chartered Financial Planner (APFS) and has a BSc DipPE in Economics.
Currently, he is also working towards his Fellowship.
In his role within the paraplanning team, Asad collaborates closely with Client Directors to produce technical written advice for clients. His experience spans intergenerational planning, esoteric investments such as Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS), and providing general investment advice to both individuals and businesses.
Since graduating from university in 2016, Asad has been active in the wealth management industry, starting his career on a graduate scheme. As a paraplanner, he had worked at exclusive boutique firms like MKC Wealth in the City and contributed to a Californian-based financial startup, aiding in it expansion into the UK market.
