Financial Planning Consultant DipPFS in Dundee
With over 25 years of experience in finance, entrepreneurship, and business development, I’m dedicated to helping you take control of your finances and build the future you want.
I take the time to understand your goals, values and aspirations - creating clear and personalised strategies that grow with you. My focus is on building trust, providing guidance you can rely on, and supporting you every step of the way towards lasting confidence, security, and financial freedom.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Dundee
United Kingdom
Fasil is located in Dundee and offers expert financial advice to suit your needs.
Guiding you toward financial security and success with decades of experience spanning finance, entrepreneurship, and business development, I’m passionate about helping people take control of their financial future. I’ve spent my career guiding clients and business owners in building wealth through multiple avenues, whether it’s starting and growing businesses, creating smart investment strategies, or generating additional income streams to achieve long-term security and financial independence.
I bring the same energy, drive, and passion to financial advice and helping others as I did in my previous roles. I take the time to understand what truly matters to you, so I can create personalised, practical strategies that align with your goals today while preparing for the ambitions of tomorrow. From wealth management and retirement planning to business and personal protection, I offer holistic advice that balances growth, risk, and security.
I hold the Chartered Insurance Institute Diploma in Regulated Financial Planning (DipPFS) and am a member of the Chartered Insurance Institute (CII), ensuring all recommendations are grounded in professional expertise, integrity, and care. My focus is on building long-term relationships, empowering clients to make confident financial decisions, and supporting them through every stage of their journey.
Outside of work, I enjoy spending time with family, staying active, and hosting networking events that bring like-minded people together to share ideas, experiences, and inspiration. I take pride in creating spaces where meaningful connections form and friendships flourish, extending the same care and support I provide in financial planning to the broader community. Financial planning, for me, isn’t just a profession, it’s a way to help you live confidently today, grow your wealth, and secure the future you deserve.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.
