Your advisor
Ahmad Ayoubi
I became a financial adviser because I saw how many people were making important financial decisions without proper guidance. Whether it's planning for retirement, growing wealth, or simply understanding where you stand financially, the right advice at the right time can make a lasting difference.
I hold the Diploma in Financial Planning (DipPFS) and the Chartered Financial Analyst (CFA) designation. As an independent adviser, I consider the full market when making recommendations, and I am committed to advice that genuinely serves your interests.
I also have specialist knowledge in Islamic finance, and can advise on Shariah-compliant solutions for clients who require faith-aligned financial planning.
Services
Pensions & Retirement Planning
Whether retirement is years away or approaching fast, I will help you understand what you are on track for, review your existing pensions, and build a clear, sustainable plan for the income you will need. I advise on workplace pensions, SIPPs, and drawdown arrangements.
A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age).
Investments & ISAs
From lump sum investments to regular savings, I help you find the right approach for your goals, your timeline, and your attitude to risk. I consider the full range of investment options available, recommending only what is appropriate for your personal circumstances.
Financial Planning
A joined-up view of your finances, your goals, and your options. Sometimes the most valuable thing is not a product recommendation, it is clarity. I help you understand where you are today and create a roadmap for where you want to be.
Shariah-Compliant Advice
I have specialist knowledge in Islamic finance and can advise on Shariah-compliant investment and pension solutions. Together we can come to an understanding of the principles that matter to you and aim to ensure my recommendations are consistent with your values as well as your financial goals.
The value of your investments can go down as well as up and you may get back less than the amount invested
Advice Process
Free Consultation
Start with a no-obligation meeting to understand your situation, your goals, and whether Ansari Financial Planning is the right fit for you. No jargon, no pressure.
Fact-Find
I gather a full picture of your financial circumstances, your attitude to risk, your objectives, and any specific preferences or values that matter to you.
Recommendations
I will carry out thorough research and prepare a personalised written report setting out my recommendations, the reasoning behind them, and all associated costs.
Ongoing Review
Financial plans need to evolve. An optional ongoing service keeps your plan on track with regular reviews as your circumstances change over time.
Transparent fees, agreed upfront.
All costs are explained in full before any chargeable work begins. I offer a free initial consultation with no obligation to proceed. Further meetings are subject to potential charges.
Contact Ansari Financial Planning
The first step is a conversation. Get in touch to arrange your free initial consultation and find out how I can help you plan for the future with confidence.
You have voluntarily chosen to provide personal information to us via this website and you agree that your personal information may be used to provide you with details of products and services in writing, by email or by telephone. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.
Ansari Financial Planning is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered Number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
