Zahaan is a finance graduate and this is his first role in the profession. Zahaan enjoys building his knowledge of the world of finance. Day to day, his role is to provide administrative support to Helena and Jon, submitting and keeping track of new business, preparing client reviews, contacting both providers and clients.
Zahaan has gained his mortgage qualification and is now working towards his Level 4 Diploma in Regulated Financial Planning.
Zahaan is learning that financial planning can provide a financially stress free future and allows clients to be prepared for unexpected twists and turns that life throws in.
Zahaan would like to think that people find him approachable, friendly and thoughtful. At the weekends, he loves spending quality time with this friends and family, loves exploring new places, new bars and restaurants. He’s a self-confessed history nerd and loves all sports, but especially watching and playing cricket in the summer months.
In the spotlight
On an ideal weekend, you can find me:
In a beer garden on the Friday! Play cricket all day Saturday and then go to a nice BBQ in the evening.
My favourite holiday destination is:
Anywhere with sun and close ones!
My favourite song to play in the car is:
The chain – Fleetwood Mac
The first album I bought was:
Black Eyed Peas – The END
If I could be any fictional character, I would be:
Spiderman is pretty cool
If I could turn any activity into an Olympic sport, I would win a medal in:
Dropping my phone!
When the dessert menu arrives, I’m looking for:
Definitely the cheesecake
The three qualities that draw me to new people are:
Charisma, Kindness, and Enthusiasm
My pet peeve is:
Asking questions during a film! We’ve been watching the same thing!
The best gift I’ve ever received is:
My first cricket bat!
The three people at my dream dinner party would be:
Elon Musk, Tony Robbins and Margot Robbie
The three small things that make my day better are:
Strangers saying good morning, a hot drink and listening to some music
Your colleague describes you in three words as:
Fun, honest & diligent.
Meet our clients
We care about helping our clients improve their lives and celebrate their success when they do. Here are some of their stories.
Smith & Wardle Financial Planning is a trading name of Smith & Wardle Financial Consultants LLP (OC398850). Registered in England and Wales, our registered office address is Suite B, Gloverside, 23-25 Bury Mead Road, Hitchen SG5 1RT.
We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 912090.
The content of this website is meant for information purposes only, and does not constitute advice. The value of investments can fall as well as rise, utilising investment products places capital at risk.
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Suite B, Gloverside
23-25 Bury Mead Road