Shah Mir - Chartered Financial Planner

“Top Rated Financial Adviser 2024” by (VouchedFor) | Trusted Adviser to High-Net-Worth Families | Complex Wealth Structuring & Intergenerational Planning | Quoted in FT Adviser | Speaker | Guest Lecturer | TV Presenter

Harrow, England, United Kingdom

About

Contact: 📧 [email protected] 📱 07933312903 I am a Chartered Financial Planner based in London, advising high-net-worth individuals, business owners and professionals on building, preserving and transferring wealth with clarity and confidence to the next generation. With a background spanning leading institutions including NatWest, Royal Bank of Scotland and Capita Life & Pensions, I bring a depth of industry experience combined with a modern, forward-thinking approach to financial planning. Alongside my advisory work, I am passionate about financial education and social impact. Over the past nine years, I have supported charitable organisations in building sustainable models through innovation and technology. I have also delivered lectures across the UK and contributed to improving financial literacy in underserved communities. In recognition of this work, I was named one of the most impactful Muslims in Europe in 2024 by Equity X alongside notable figures including the Mayor of London, Sadiq Khan. Additional highlights: - “Top Rated Financial Adviser 2024” by VouchedFor - Quoted in FT Adviser - Speaker, guest lecturer, international event host, TV presenter My work centres on providing a highly personalised, end-to-end service. By working closely with a trusted network of solicitors, tax specialists, accountants and investment managers, I ensure every aspect of my clients’ financial lives is aligned, from day-to-day planning through to long-term legacy strategies. I specialise in: - Comprehensive financial planning using advanced cashflow modelling - Investment strategy tailored to accumulation and preservation of wealth - Pension planning, including SIPP and SSAS solutions - Tax-efficient investing (including EIS, VCT and SEIS where appropriate) - Business and personal protection planning - Estate and trust planning My clients value a “one point of contact” approach, a coordinated strategy that simplifies complexity and delivers clarity. I regularly share insights on markets, investing, ESG and financial planning. If you are looking for a clear, structured and strategic approach to managing your wealth, feel free to get in touch. All posts are in a personal capacity. AFH Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.

Experience

  • Independent Financial Advisor at AFH Wealth Management
    May 2026 - Present · 2 mos

    I work with individuals, families, and business owners on areas including. Financial planning, Retirement planning, Investment planning, Inheritance tax planning.

  • Independent Financial Advisor at Argentis
    Sep 2022 - May 2026 · 3 yrs 9 mos

    I work with clients and their families to help them achieve their short and long term goals in a tax efficient and a cost effective way. I provide advice in the following areas: - Retirement planning: I look at pension consolidation, contributions, withdrawal, tax-free lump sums etc. - I work together with my clients to create an investment strategy that is right for them.

  • Chartered Financial Planner at Evelyn Partners
    Apr 2016 - Sep 2022 · 6 yrs 6 mos

    I work with clients and their families to help them achieve their short and long term goals in a tax efficient and a cost effective way. I provide advice in the following areas: - Interactive cash flow planning where we use growth calculators to quantify my client’s objectives. - Retirement planning: I look at pension consolidation, contributions, withdrawal, tax-free lump sums etc. - I work together with my clients to create an investment strategy that is right for them.