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Nauman Shafiq

Financial Planning Consultant DipPFS in Leicester

A little bit about Nauman

As a qualified Financial Planner, my focus is on understanding your financial goals to provide clear, tailored advice on pensions, investments, and protection. Holding a CII Level 4 Diploma with a background in business management, I am dedicated to building long-term, trusted relationships.

I believe the best financial plan is one that not only secures your future but also gives you the freedom to enjoy the present. Let's work together to make that a reality.

Find out more about me below.

Start the conversation

Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

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.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

General Insurance

Home contents insurance, buildings insurance.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Location

Nauman's location

Leicester
LE5 1FP
United Kingdom

Nauman is located in Leicester but is happy drive 2 hours in either direction for face-to-face meetings, and can do remote meetings country-wide.

More about me

I chose this job because nothing makes me happier than helping people achieve their goals. I worked in insurance for eight years, where I learned all about risk and why it's crucial to plan for the unexpected. I started this job talking directly to customers and later worked on analysing risks behind the scenes. This taught me to be careful, to explain things clearly, and to always do what is best for my client. This is the most important rule in my work.

I am qualified to advise on pensions, investments, and financial protection, and I always keep my knowledge fresh. My way of working is simple and based on three promises:

  1. Clarity: I will explain everything in simple terms, without confusing jargon.
  2. Teamwork: We will build your financial plan together, based on what you and your family want for the future.
  3. Trust: I aim to be your financial adviser for life, helping you through all of life's big changes.

In my own life, I've faced challenges that taught me the power of resilience, planning, and a positive attitude. I've learned that focusing on solutions is how you make dreams come true. This has made me a supportive person, and I aim to be someone you can always trust and feel comfortable talking to. Outside of work, I love kickboxing for its discipline and playing badminton with my family. These hobbies keep me balanced.

An interesting fact to end with is that I can complete a Rubiks Cube in under 2 minutes.

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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.