Shaun Ramazannezhad LLB DipPFS's Linkedin Analytics

“Luck is preparation meeting opportunity” I specialise in working with Business Owners and their families, providing tailored and holistic financial plans that align with their unique financial goals. “Plans are nothing, but planning is everything” I take a modern approach to financial planning by working with a wide range of experts, utilising the latest tools and methods, to navigate the complex and ever changing financial landscape. I am passionate about providing unparalleled value to my clients and I strive to exceed expectations. My commitment extends beyond conventional financial planning; it’s about building enduring partnerships. I foster strong relationships characterised by trust, open communication, and a shared commitment to achieving and surpassing financial goals. My process for supporting clients: ☕️ First Meeting - a coffee chat to get to know each other. If you prefer tea, I will not hold that against you. 🔍 Factfind Meeting – following the completion of an online questionnaire, we focus on your current financial situation, short and long term goals. 🖥️ Presentation Meeting - a breakdown of your financial plan and my recommendations. 🤝 Sign Up Meeting - implementing your financial plan. 🔄 Review - we meet at least once a year to ensure you continue to be in the best possible financial position and on track towards reaching your goals. Areas of advice I cover include: 🛡️ Financial Protection 🏝️ Retirement Planning 📈 Investment Planning 🪦 Inheritance Tax & Estate Planning To book a first meeting click the link at the top! McMillan Wealth Consultants Limited 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 02/01/2024