Straight-talking financial adviser for business owners and senior professionals 👨🏻‍💼 Jargon-free financial advice and planning without the pinstripe suit 😎 Do you know how much you’ll have to live on in retirement?

Your company stock is worth more than your house.

On paper, you're wealthy. In reality? You're terrified of having all your eggs in one very expensive basket.

I get it.

As one client put it: "If you talk to people who worked at Nokia or Blackberry, you know that rich feeling can flip very quickly."

I'm Shabbar. I've spent 15+ years helping professionals just like you turn financial complexity into life clarity.

Here's what I believe: Money is never the end goal. It's the tool that gives you choices.

Whether you're wrestling with RSU golden handcuffs or wondering "When can I actually retire?", the questions that keep you awake aren't really about money. They're about life:

- What lifestyle do I want when I retire and how much will this cost?
- How much should I be saving for my retirement?
- When can I afford to stop working, slow down, or perhaps work part-time?
- What income can I expect from my various pension plans?

My approach is different. I don't start with your portfolio - I start with your life.

What makes me different with RSUs specifically?

I help you diversify smartly - reducing concentration risk while still backing your company to succeed. We explore strategies like utilising spouse allowances, maximising available tax vehicles, and creating a balanced approach that doesn't leave you overexposed to one stock's performance.

The result?

Take one recent client - a senior professional whose RSU grants had grown to over 50% of their net worth. They felt wealthy on paper but terrified about having everything tied to one company.

Within 18 months, we'd reduced their company stock exposure to just 7% while building a diversified, tax-efficient portfolio. We used both spouses' CGT allowances, timed sales around vesting dates to avoid unnecessary tax, and wrapped the proceeds in ISAs and pension contributions.

Now they sleep better, have genuine diversification, and still benefit from their company's success - just without the anxiety of having all their eggs in one basket.

Ready to stop feeling trapped by your own success?

Shabbar Kassam

Blacklock Consultancy

Director

Mayzing

Responsibilities:
•Assist with the production of the monthly management accounts and reports
•Posting month end journals (accruals, prepayments, depreciation, accrued/deferred revenue etc.)
•Responsible for the reconciliation of balance sheet accounts
•Reviewing profit & loss and comparing actuals vs budgets including reporting on variances
•Process and maintain company payroll & pension system liaising with HR team 
•First point of contact for finance related issues for our fulfillment suppliers
•Liaising with the supply chain team & operational team regarding supplier queries
•Analyzing SKUs and reporting any differences in price
•Monthly analysis of cost of goods sold, comparing actuals vs forecasted 
•Preparing monthly CZ, NL, PL, DE and quarterly UK VAT returns
•Assisting our Portugal accountants with the month-end closure of our Portugal entity
•Assisting our Portugal accounts with monthly payroll answering staff queries
•Yearly audit assistance

Accounts Assistant

Huma

Responsibilities:
•Preparation of both internal and external reports to key stakeholders
•Intercompany loan transactions & reconciliation 
•Balance sheet reconciliation & Profit & Loss analysis 
•Month End journals – Prepayments, Accruals, Depreciation, Payroll
•Improved the automation and efficiency in the finance process by integrating software with Xero
•Supervising junior financial staff
•Fixing errors in the fixed asset register, balance sheet and P&L in regard to year end accounts

Finance Assistant

Coveo Qubit.

Responsibilities:
•Accurately processing, reconciling and payment of supplier invoices
•Monthly bank reconciliations in multiple currencies
•Monthly credit card reconciliation
•Credit control, chasing overdue invoices
•Assisting with the Month End process, including preparing accruals & prepayments
•Employee expenses. Checking and processing employee expense submissions on a biweekly basis
•Submitting VAT returns for our France & Germany entities

Ten Forward Accounting Ltd

Responsibilities:
•Responsible for processing purchase and sales ledger invoices
•Monthly bookkeeping with clients of £1m turnover 
•Reconciled more than 5 bank accounts including Euro and USD
•Prepared & reviewed tax returns while liaising with the bookkeeping manager 
•Supported the Tax team by completing self-Assessments for TFF clients

Bookkeeper Apprentice

Hi, I’m Elias

I provide a virtual finance department for businesses in the property management sector.

What’s a virtual finance department?
Imagine having a remote financial team that helps with tasks like tracking expenses, managing payroll, and creating budgets—without the overhead of in-house staff. We streamline your finances, making it easier for you to focus on growing your business.

Who do we work with?
• Property management businesses 🏢
• Letting & Estate agents 🏡🔑
• Airbnb & serviced accommodation providers 🏨✨

My goal is to be a financial partner who helps businesses save time, reduce costs, and achieve their goals.

If that sounds like a good fit, send me a DM.

Worst case? We're not a match.
Best case? We’ll spend the next few years growing your business together 🚀

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The Battle

Shabbar Kassam

Elias Hussen🕵️‍♂️

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